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
201
$5.79M 0.12%
23,448
-8,187
202
$5.78M 0.12%
53,011
-27,691
203
$5.73M 0.12%
43,368
-9,142
204
$5.71M 0.12%
57,882
+49
205
$5.67M 0.12%
245,025
+49,875
206
$5.67M 0.12%
+124,745
207
$5.63M 0.12%
+318,780
208
$5.62M 0.12%
51,482
+11,312
209
$5.57M 0.12%
38,145
+15,597
210
$5.55M 0.12%
12,814
-4,712
211
$5.52M 0.12%
45,638
+23,081
212
$5.47M 0.12%
27,976
-9,953
213
$5.44M 0.12%
25,216
-11,300
214
$5.43M 0.11%
85,118
+26
215
$5.42M 0.11%
58,570
-46,937
216
$5.41M 0.11%
28,952
+4,550
217
$5.33M 0.11%
138,009
-30,918
218
$5.29M 0.11%
300,544
+103,010
219
$5.28M 0.11%
70,860
+7,224
220
$5.26M 0.11%
31,491
-12,754
221
$5.22M 0.11%
564,793
-226,570
222
$5.22M 0.11%
40,191
+17,604
223
$5.22M 0.11%
49,635
+40,135
224
$5.19M 0.11%
50,798
-698
225
$5.16M 0.11%
35,507
-10,706
7 8
9
10 11