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
151
$1.5M 0.02%
8,000
152
$1.49M 0.02%
16,900
-9,100
153
$1.48M 0.02%
16,100
154
$1.48M 0.02%
28,300
155
$1.45M 0.02%
66,230
156
$1.44M 0.02%
18,500
157
$1.42M 0.02%
10,000
158
$1.4M 0.02%
5,400
159
$1.35M 0.02%
37,900
160
$1.35M 0.02%
23,600
161
$1.34M 0.02%
17,900
162
$1.34M 0.02%
3,946
-1,070
163
$1.31M 0.02%
16,300
164
$1.31M 0.02%
25,875
-23,345
165
$1.3M 0.02%
9,100
166
$1.24M 0.02%
4,700
167
$1.19M 0.02%
29,700
168
$1.19M 0.02%
45,500
169
$1.18M 0.02%
25,900
170
$1.18M 0.02%
64,800
171
$1.16M 0.02%
11,200
172
$1.15M 0.02%
12,700
173
$1.1M 0.02%
39,693
174
$1.05M 0.02%
14,300
-11,700
175
$1.04M 0.01%
31,774
-1,940
5 6
7
8 9