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
176
$2.2M 0.02%
91,600
177
$2.16M 0.02%
+8,700
178
$2.12M 0.02%
12,900
-97,432
179
$2.09M 0.02%
3,328
180
$2.08M 0.02%
14,700
181
$2.06M 0.02%
18,700
182
$2.03M 0.02%
26,500
183
$2.01M 0.02%
9,000
-329,029
184
$1.97M 0.02%
12,800
185
$1.96M 0.02%
+11,800
186
$1.95M 0.02%
11,500
187
$1.8M 0.01%
26,500
188
$1.75M 0.01%
+55,700
189
$1.74M 0.01%
10,200
190
$1.73M 0.01%
+78,800
191
$1.69M 0.01%
5,400
192
$1.69M 0.01%
14,724
-486
193
$1.67M 0.01%
9,500
194
$1.62M 0.01%
27,160
195
$1.62M 0.01%
+20,500
196
$1.62M 0.01%
17,830
197
$1.62M 0.01%
20,200
198
$1.61M 0.01%
13,900
199
$1.59M 0.01%
13,200
200
$1.58M 0.01%
+27,200
6 7
8
9 10