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
$166M
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M

Top Sells

1 +$63.5M
2 +$18.8M
3 +$15.5M

Sector Composition

1 Healthcare 96.27%
2 Technology 2.25%
3 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.2M 44%
2,049,894
-527,745
2
$67.6M 40.66%
1,384,824
-316,441
3
$14.4M 8.68%
+53,192
4
$4.85M 2.92%
72,230
-945,786
5
$3.74M 2.25%
79,941
6
$2.46M 1.48%
119,751