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
176
$1.02M 0.01%
7,600
-4,400
177
$1.02M 0.01%
28,808
+23,800
178
$1M 0.01%
24,538
-15,336
179
$999K 0.01%
45,982
180
$913K 0.01%
3,500
-2,300
181
$881K 0.01%
6,600
-5,400
182
$876K 0.01%
6,500
-8,800
183
$857K 0.01%
9,157
+689
184
$820K 0.01%
8,600
-6,900
185
$781K 0.01%
16,702
-8,440
186
$753K 0.01%
11,900
-11,000
187
$747K 0.01%
9,200
-13,300
188
$627K 0.01%
9,339
-2,410
189
$618K 0.01%
1,613
190
$590K 0.01%
17,735
191
$584K 0.01%
19,875
192
$537K 0.01%
11,100
+8,300
193
$490K 0.01%
13,275
194
$467K 0.01%
1,117
-230
195
$394K 0.01%
19,821
+16,965
196
$357K 0.01%
8,470
-6,900
197
$205K ﹤0.01%
3,250
198
$192K ﹤0.01%
3,590
199
$180K ﹤0.01%
2,195
-25,290
200
$125K ﹤0.01%
2,406
-23,269
6 7
8
9 10