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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.18M 0.03%
13,400
152
$3.61M 0.03%
68,690
153
$3.41M 0.03%
3,600
154
$3.39M 0.03%
47,282
-7,960
155
$3.33M 0.03%
+58,800
156
$3.25M 0.03%
69,007
157
$2.99M 0.02%
8,872
158
$2.9M 0.02%
32,300
-561,487
159
$2.88M 0.02%
108,458
+59,758
160
$2.73M 0.02%
13,160
161
$2.72M 0.02%
24,100
162
$2.65M 0.02%
4,353
163
$2.59M 0.02%
9,300
164
$2.49M 0.02%
54,400
165
$2.46M 0.02%
66,800
166
$2.45M 0.02%
5,480
167
$2.43M 0.02%
35,832
168
$2.42M 0.02%
+7,000
169
$2.37M 0.02%
30,500
170
$2.36M 0.02%
19,788
171
$2.3M 0.02%
6,600
-43,635
172
$2.3M 0.02%
35,000
173
$2.27M 0.02%
+42,400
174
$2.26M 0.02%
22,800
175
$2.25M 0.02%
14,300
5 6
7
8 9