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
176
$7.32M 0.16%
+45,549
177
$7.16M 0.15%
339,123
-15,010
178
$7.1M 0.15%
+15,791
179
$6.9M 0.15%
41,314
-21
180
$6.88M 0.15%
91,884
+1,379
181
$6.84M 0.14%
82,678
-1,288
182
$6.72M 0.14%
94,547
-85,371
183
$6.64M 0.14%
44,139
+2,139
184
$6.47M 0.14%
+66,070
185
$6.43M 0.14%
62,750
-14,121
186
$6.36M 0.13%
+70,400
187
$6.26M 0.13%
+111,150
188
$6.25M 0.13%
340,722
-45,845
189
$6.23M 0.13%
184,929
-19,978
190
$6.21M 0.13%
+89,660
191
$6.19M 0.13%
+33,655
192
$6.16M 0.13%
101,353
+72,153
193
$6.12M 0.13%
24,492
-6,319
194
$6.11M 0.13%
+96,627
195
$6.08M 0.13%
91,737
+31,408
196
$6.07M 0.13%
153,900
+130
197
$6.01M 0.13%
+90,012
198
$6M 0.13%
+36,649
199
$5.93M 0.13%
158,643
-116,791
200
$5.81M 0.12%
50,953
-3,148
6 7
8
9 10