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
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
LMT icon
Lockheed Martin
LMT
+$14.2M
5
ELV icon
Elevance Health
ELV
+$13.8M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.7M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.76M 0.19%
67,516
+24,821
152
$8.64M 0.18%
24,195
-20,492
153
$8.56M 0.18%
54,856
+9,344
154
$8.51M 0.18%
+106,583
155
$8.4M 0.18%
54,652
+8,311
156
$8.38M 0.18%
55,203
+11,373
157
$8.35M 0.18%
21,332
+10,771
158
$8.34M 0.18%
+65,355
159
$8.33M 0.18%
107,916
+14,556
160
$8.28M 0.18%
74,376
-2,692
161
$8.28M 0.18%
72,842
+33,185
162
$8.04M 0.17%
79,352
+20,497
163
$8M 0.17%
40,920
-35,673
164
$7.95M 0.17%
22,230
+1,174
165
$7.8M 0.17%
178,958
+20,695
166
$7.72M 0.16%
113,829
-46,999
167
$7.68M 0.16%
139,313
+35,785
168
$7.65M 0.16%
104,418
-65,638
169
$7.62M 0.16%
112,509
+78,448
170
$7.59M 0.16%
65,769
-1
171
$7.57M 0.16%
+83,553
172
$7.56M 0.16%
107,700
+41,674
173
$7.37M 0.16%
83,813
+5,011
174
$7.35M 0.16%
138,082
+36,061
175
$7.34M 0.16%
162,256
-23,070
5 6
7
8 9