ZIG
Zurich Insurance Group Portfolio holdings
AUM
$12.9B
1-Year Return
47.25%
This Quarter Return
+15.93%
1 Year Return
+47.25%
3 Year Return
+200.39%
5 Year Return
+319.09%
10 Year Return
+908.55%
AUM
$9.79B
AUM Growth
+$349M
(+3.7%)
Cap. Flow
-$677M
Cap. Flow
% of AUM
-6.91%
Top 10 Holdings %
Top 10 Hldgs %
32.18%
Holding
271
New
36
Increased
43
Reduced
70
Closed
34
Top Buys
| 1 |
Bank of America
BAC
|
$108M |
| 2 |
Estee Lauder
EL
|
$100M |
| 3 |
US Bancorp
USB
|
$92M |
| 4 |
Sherwin-Williams
SHW
|
$91.8M |
| 5 |
Thermo Fisher Scientific
TMO
|
$84.4M |
Top Sells
| 1 |
Walmart
WMT
|
$162M |
| 2 |
Lowe's Companies
LOW
|
$108M |
| 3 |
Exxon Mobil
XOM
|
$107M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$103M |
| 5 |
Cardinal Health
CAH
|
$85.1M |
Sector Composition
| 1 | Technology | 28.87% |
| 2 | Financials | 12.47% |
| 3 | Industrials | 10.87% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.24% |
