ZIG

Zurich Insurance Group Portfolio holdings

AUM $14B
1-Year Est. Return 54.08%
This Quarter Est. Return
1 Year Est. Return
+54.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.98B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$108M
3
+$103M
4
CMG icon
Chipotle Mexican Grill
CMG
+$99.9M
5
NEE icon
NextEra Energy
NEE
+$88.5M

Top Sells

1
+$114M
2
+$111M
3
+$97.1M
4
POOL icon
Pool Corp
POOL
+$94.6M
5
GNRC icon
Generac Holdings
GNRC
+$85.8M

Sector Composition

1 Technology 25.86%
2 Financials 19.22%
3 Consumer Discretionary 16.74%
4 Communication Services 12.75%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.03%
+9,000
127
$1.79M 0.03%
15,500
128
$1.78M 0.03%
+55,500
129
$1.78M 0.03%
9,700
130
$1.77M 0.03%
104,691
+18,581
131
$1.77M 0.03%
12,900
132
$1.76M 0.03%
33,500
133
$1.75M 0.03%
13,300
134
$1.75M 0.03%
10,200
135
$1.75M 0.03%
+6,500
136
$1.72M 0.02%
+23,100
137
$1.72M 0.02%
28,700
138
$1.71M 0.02%
7,400
139
$1.69M 0.02%
20,592
140
$1.65M 0.02%
5,000
-2,100
141
$1.64M 0.02%
8,937
142
$1.62M 0.02%
10,600
143
$1.61M 0.02%
10,600
144
$1.61M 0.02%
17,500
145
$1.6M 0.02%
12,500
146
$1.57M 0.02%
+9,500
147
$1.57M 0.02%
+19,900
148
$1.56M 0.02%
17,384
-87,257
149
$1.53M 0.02%
12,200
-110,002
150
$1.52M 0.02%
6,100
4 5
6
7 8