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
201
$122K ﹤0.01%
2,489
-527
202
$118K ﹤0.01%
9,834
203
$42K ﹤0.01%
841
204
$32K ﹤0.01%
+1,115
205
$9K ﹤0.01%
252
-8,365
206
– –
-103,326
207
– –
-487,739
208
– –
-26,838
209
– –
-118,670
210
– –
-69,521
211
– –
-18,700
212
– –
-15,800
213
– –
-1,213,369
214
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-3,977,802
215
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-21,200
216
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-56,900
217
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-12,900
218
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-2,454,322
219
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-988,921
220
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-112,889
221
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-110,251
222
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-24,450
223
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-253,922
224
– –
-82,569
225
– –
-275,667
6 7 8
9
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