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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.2M
3
+$13.1M
4
UNH icon
UnitedHealth
UNH
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.5M
4
CELG
Celgene Corp
CELG
+$10M
5
MON
Monsanto Co
MON
+$8.76M

Sector Composition

1 Technology 17.04%
2 Financials 15.76%
3 Healthcare 12.91%
4 Consumer Discretionary 10.05%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.47M 0.19%
75,401
-16,279
152
$8.46M 0.19%
275,434
-1,046
153
$8.44M 0.19%
76,871
+17,547
154
$8.31M 0.19%
77,068
-29,113
155
$8.29M 0.19%
28,276
-1,121
156
$8.25M 0.19%
80,412
+16,760
157
$8.24M 0.19%
155,063
+85,519
158
$8.22M 0.19%
+159,275
159
$8.2M 0.19%
136,641
-12,098
160
$8.17M 0.18%
62,064
+60,607
161
$8.07M 0.18%
204,907
-6,458
162
$8.07M 0.18%
23,402
+13,625
163
$7.99M 0.18%
36,516
-1,686
164
$7.97M 0.18%
74,433
+53,541
165
$7.96M 0.18%
38,975
-10,075
166
$7.81M 0.18%
181,569
+32,480
167
$7.8M 0.18%
168,927
-61,023
168
$7.71M 0.17%
25,888
+3,582
169
$7.61M 0.17%
+173,070
170
$7.6M 0.17%
+36,087
171
$7.57M 0.17%
+110,472
172
$7.56M 0.17%
31,635
-12,885
173
$7.56M 0.17%
333,143
-38,303
174
$7.55M 0.17%
44,245
-2,461
175
$7.53M 0.17%
17,526
+5,422
5 6
7
8 9