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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.2M 0.17%
216,514
-240,946
127
$20.8M 0.17%
143,195
-305,198
128
$20.1M 0.16%
47,355
-32,441
129
$19M 0.15%
201,748
-3,079
130
$18.6M 0.15%
+213,755
131
$18.4M 0.15%
+345,266
132
$18M 0.15%
+632,513
133
$18M 0.15%
926,596
-123,622
134
$16.1M 0.13%
+157,417
135
$15.9M 0.13%
550,450
-1,715,667
136
$15.8M 0.13%
+204,161
137
$14.9M 0.12%
73,917
-208,158
138
$13.2M 0.11%
129,682
+25,780
139
$12.8M 0.1%
64,009
-75,154
140
$12.4M 0.1%
21,039
-200
141
$12.1M 0.1%
+150,202
142
$11.7M 0.09%
164,752
-40,681
143
$10.8M 0.09%
324,908
+9,724
144
$8.97M 0.07%
808,413
-1,637,127
145
$8.28M 0.07%
+351,003
146
$8.07M 0.07%
181,345
+44,372
147
$6.08M 0.05%
10,270
148
$5.16M 0.04%
59,260
-105
149
$5.02M 0.04%
29,470
-197,457
150
$4.68M 0.04%
39,594
-9,710
4 5
6
7 8