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
$3.66B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.3M
3
+$15.5M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$10.3M
5
RACE icon
Ferrari
RACE
+$9.76M

Top Sells

1
+$9.45M
2
+$7.76M
3
+$6.05M
4
MDT icon
Medtronic
MDT
+$5.99M
5
MSFT icon
Microsoft
MSFT
+$4.85M

Sector Composition

1 Financials 15.88%
2 Technology 15.61%
3 Healthcare 12.24%
4 Consumer Discretionary 9.87%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 3.16%
2,997,716
-47,288
2
$82.3M 2.25%
1,104,705
-65,174
3
$63.7M 1.74%
1,764,001
+34,036
4
$58.9M 1.61%
344,436
+6,240
5
$53.4M 1.46%
1,111,220
-36,560
6
$53.1M 1.45%
365,303
+19,105
7
$53.1M 1.45%
555,777
-21,786
8
$50.9M 1.39%
391,625
+12,653
9
$50.1M 1.37%
610,721
-34,758
10
$44.1M 1.21%
906,640
+88,600
11
$41.5M 1.13%
1,104,929
+74,542
12
$39.8M 1.09%
1,572,185
-39,735
13
$37.1M 1.01%
773,820
-6,140
14
$36.5M 1%
133
-4
15
$34.5M 0.94%
211,227
+8,874
16
$33.8M 0.92%
321,189
-7,480
17
$33.6M 0.92%
806,010
+247,086
18
$33M 0.9%
597,918
-60,160
19
$33M 0.9%
1,139,150
20
$32.8M 0.9%
360,209
-37,292
21
$32.3M 0.88%
1,093,306
-20,220
22
$30.4M 0.83%
897,352
-38,087
23
$30.3M 0.83%
257,966
-13,729
24
$30.2M 0.83%
260,644
+3,358
25
$29.4M 0.8%
403,710
-61,286
1
2 3 4 5