ZIG
Zurich Insurance Group Portfolio holdings
AUM
$12.9B
This Quarter Return
-5.44%
1 Year Return
+47.25%
3 Year Return
+200.39%
5 Year Return
+319.09%
10 Year Return
+908.55%
AUM
$8.08B
AUM Growth
+$8.08B
(-8.6%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
35.53%
Holding
233
New
25
Increased
44
Reduced
48
Closed
25
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$180M |
| 2 |
Johnson & Johnson
JNJ
|
$164M |
| 3 |
Apple
AAPL
|
$131M |
| 4 |
Eli Lilly
LLY
|
$116M |
| 5 |
Deere & Co
DE
|
$112M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$197M |
| 2 |
Nike
NKE
|
$119M |
| 3 |
Fiserv
FI
|
$106M |
| 4 |
Goldman Sachs
GS
|
$81.8M |
| 5 |
Morgan Stanley
MS
|
$77.6M |
Sector Composition
| 1 | Technology | 23.89% |
| 2 | Financials | 14.98% |
| 3 | Healthcare | 14.46% |
| 4 | Communication Services | 10.04% |
| 5 | Consumer Discretionary | 9.73% |
