ZAM

Zeal Asset Management Portfolio holdings

AUM $39.4M
1-Year Est. Return 38.83%
This Quarter Est. Return
1 Year Est. Return
+38.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 45.83%
2 Consumer Staples 35.73%
3 Healthcare 18.23%
4 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$67.7M 35.73%
+552,831
2
$56.6M 29.9%
+269,278
3
$34.5M 18.23%
+828,949
4
$30.2M 15.93%
+895,880
5
$390K 0.21%
+23,712