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
$5.53B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$102M
4
TMO icon
Thermo Fisher Scientific
TMO
+$98.6M
5
V icon
Visa
V
+$97.6M

Top Sells

1
+$122M
2
+$48.4M
3
+$48.3M
4
HD icon
Home Depot
HD
+$45.9M
5
VZ icon
Verizon
VZ
+$43.7M

Sector Composition

1 Technology 21.46%
2 Healthcare 16.72%
3 Financials 16.47%
4 Consumer Discretionary 11.45%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M 0.02%
+15,400
202
$945K 0.02%
44,620
+24,820
203
$937K 0.02%
16,119
-8,561
204
$924K 0.02%
16,400
205
$917K 0.02%
5,200
-41,495
206
$835K 0.02%
+24,925
207
$744K 0.01%
7,208
+2,227
208
$609K 0.01%
30,200
209
$561K 0.01%
34,346
210
$525K 0.01%
+4,800
211
$450K 0.01%
15,401
+1,090
212
$354K 0.01%
12,200
+5,400
213
$234K ﹤0.01%
3,999
+414
214
$187K ﹤0.01%
2,688
215
$144K ﹤0.01%
4,910
+3,410
216
$139K ﹤0.01%
3,100
-2,920
217
$132K ﹤0.01%
+2,789
218
$119K ﹤0.01%
4,114
+1,360
219
$109K ﹤0.01%
1,240
220
$76K ﹤0.01%
9,834
221
$62K ﹤0.01%
+1,267
222
$42K ﹤0.01%
915
223
– –
-13,842
224
– –
-64,640
225
– –
-68,123
7 8
9
10 11