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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.57M 0.01%
4,600
-140,507
202
$1.55M 0.01%
17,300
203
$1.54M 0.01%
11,400
204
$1.52M 0.01%
17,400
205
$1.5M 0.01%
7,600
206
$1.47M 0.01%
9,000
207
$1.47M 0.01%
9,900
208
$1.47M 0.01%
95,000
209
$1.43M 0.01%
33,900
210
$1.43M 0.01%
20,500
211
$1.42M 0.01%
+4,300
212
$1.39M 0.01%
29,000
213
$1.39M 0.01%
+14,700
214
$1.38M 0.01%
+27,800
215
$1.35M 0.01%
+10,800
216
$1.35M 0.01%
13,200
217
$1.35M 0.01%
+12,900
218
$1.33M 0.01%
38,400
219
$1.33M 0.01%
10,200
220
$1.33M 0.01%
17,700
221
$1.32M 0.01%
10,200
222
$1.31M 0.01%
+13,700
223
$1.3M 0.01%
+46,000
224
$1.3M 0.01%
+14,700
225
$1.29M 0.01%
9,000
7 8
9
10 11