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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.2M
3
+$13.1M
4
UNH icon
UnitedHealth
UNH
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.5M
4
CELG
Celgene Corp
CELG
+$10M
5
MON
Monsanto Co
MON
+$8.76M

Sector Composition

1 Technology 17.04%
2 Financials 15.76%
3 Healthcare 12.91%
4 Consumer Discretionary 10.05%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.66M 0.15%
90,505
-15,832
202
$6.65M 0.15%
52,510
-11,586
203
$6.59M 0.15%
46,213
-50,287
204
$6.59M 0.15%
38,790
-15,357
205
$6.55M 0.15%
+142,460
206
$6.54M 0.15%
37,929
+11,454
207
$6.5M 0.15%
103,528
-508
208
$6.49M 0.15%
21,056
+6,408
209
$6.48M 0.15%
82,479
+29,991
210
$6.44M 0.15%
41,335
-11,992
211
$6.42M 0.15%
+307,837
212
$6.42M 0.15%
23,270
-89
213
$6.41M 0.14%
131,709
+7,697
214
$6.36M 0.14%
46,341
-5,443
215
$6.32M 0.14%
140,290
-18,339
216
$6.29M 0.14%
+38,026
217
$6.29M 0.14%
+468,656
218
$6.17M 0.14%
80,741
+10,389
219
$6.16M 0.14%
67,735
+17,407
220
$6.07M 0.14%
114,740
-22,193
221
$6.05M 0.14%
254,730
+225,806
222
$6.01M 0.14%
+54,101
223
$5.97M 0.14%
174,438
+762
224
$5.97M 0.13%
45,512
+1,825
225
$5.97M 0.13%
54,603
-10,151
7 8
9
10 11