ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.9B
1-Year Est. Return 47.25%
This Quarter Est. Return
1 Year Est. Return
+47.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.6M
3
+$11.1M
4
DIS icon
Walt Disney
DIS
+$7.3M
5
HD icon
Home Depot
HD
+$6.49M

Top Sells

1
+$11.2M
2
+$9.53M
3
+$8.59M
4
GS icon
Goldman Sachs
GS
+$7.11M
5
WDC icon
Western Digital
WDC
+$6.94M

Sector Composition

1 Financials 14.36%
2 Technology 13.44%
3 Healthcare 12.64%
4 Communication Services 9.14%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 3.27%
3,954,109
+6,450
2
$96.1M 3.04%
3,319,296
+50,816
3
$73.8M 2.34%
1,187,690
-9,273
4
$56.3M 1.78%
623,453
+7,718
5
$55.2M 1.75%
1,879,693
+18,845
6
$50.6M 1.6%
439,086
+32,565
7
$47M 1.49%
545,015
-129,750
8
$44.7M 1.42%
295,280
+33,113
9
$44.3M 1.4%
1,182,640
-73,760
10
$41M 1.3%
767,549
+306,229
11
$39.7M 1.26%
344,793
-20,714
12
$39.6M 1.25%
334,487
+20,819
13
$39.1M 1.24%
710,192
-12,150
14
$37M 1.17%
1,152,872
+192,546
15
$36.5M 1.15%
920,520
-98,200
16
$33.7M 1.07%
1,526,926
-143,053
17
$33.7M 1.07%
138
-3
18
$32.8M 1.04%
850,100
-57,780
19
$31M 0.98%
263,340
-6,961
20
$30.4M 0.96%
292,118
+70,009
21
$29.9M 0.95%
969,664
+78,609
22
$29.9M 0.95%
823,422
-31,733
23
$29.7M 0.94%
221,255
+48,432
24
$29.3M 0.93%
521,655
+13,743
25
$28.7M 0.91%
340,921
-102,208
1
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