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
$11.8B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$151M
3
+$130M
4
SBUX icon
Starbucks
SBUX
+$127M
5
TSLA icon
Tesla
TSLA
+$119M

Top Sells

1
+$133M
2
+$118M
3
+$113M
4
EQH icon
Equitable Holdings
EQH
+$110M
5
CNM icon
Core & Main
CNM
+$107M

Sector Composition

1 Technology 29.66%
2 Financials 14.79%
3 Consumer Discretionary 10.93%
4 Healthcare 9.57%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.1M 0.14%
19,212
-19,172
127
$14.3M 0.12%
332,034
+214,723
128
$12.8M 0.11%
22,189
129
$10.3M 0.09%
+204,656
130
$8.57M 0.07%
274,030
+70,582
131
$6.37M 0.05%
27,024
-13,124
132
$5.04M 0.04%
64,056
-1,930
133
$4.74M 0.04%
13,400
134
$4.25M 0.04%
79,800
135
$3.73M 0.03%
68,690
136
$3.09M 0.03%
59,800
137
$2.86M 0.02%
11,200
-82,978
138
$2.79M 0.02%
66,800
139
$2.68M 0.02%
59,800
140
$2.64M 0.02%
35,832
141
$2.48M 0.02%
58,600
142
$2.46M 0.02%
54,400
143
$2.45M 0.02%
11,100
144
$2.3M 0.02%
17,366
145
$2.3M 0.02%
8,400
146
$2.28M 0.02%
35,000
147
$2.27M 0.02%
3,600
148
$2.22M 0.02%
14,700
149
$2.19M 0.02%
2,700
150
$2.18M 0.02%
12,800
-185,101
4 5
6
7 8