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
$8.37B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$29.6M
3
+$27M
4
ISRG icon
Intuitive Surgical
ISRG
+$26.4M
5
ABNB icon
Airbnb
ABNB
+$25.8M

Top Sells

1
+$66.6M
2
+$43.9M
3
+$33.2M
4
ADBE icon
Adobe
ADBE
+$31.4M
5
MHK icon
Mohawk Industries
MHK
+$28.7M

Sector Composition

1 Technology 25.5%
2 Financials 19.67%
3 Consumer Discretionary 14.96%
4 Communication Services 13.59%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$906K 0.01%
12,500
202
$865K 0.01%
9,242
-11,730
203
$798K 0.01%
6,500
204
$790K 0.01%
6,600
205
$758K 0.01%
21,587
+7,390
206
$709K 0.01%
11,900
207
$618K 0.01%
1,613
208
$602K 0.01%
9,200
209
$513K 0.01%
10,962
-8,000
210
$501K 0.01%
1,199
+82
211
$479K 0.01%
17,100
+8,000
212
$407K ﹤0.01%
11,498
+6,925
213
$286K ﹤0.01%
13,275
214
$245K ﹤0.01%
3,740
215
$185K ﹤0.01%
+3,900
216
$174K ﹤0.01%
3,450
217
$126K ﹤0.01%
9,834
218
$122K ﹤0.01%
2,489
219
$108K ﹤0.01%
+1,240
220
$32K ﹤0.01%
1,115
221
$24K ﹤0.01%
500
222
– –
-32,200
223
– –
-12,900
224
– –
-12,153
225
– –
-4,400
6 7 8
9
10