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
$76.7M
AUM Growth
-$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$12.1M

Top Sells

1 +$24.8M
2 +$19.9M

Sector Composition

1 Healthcare 92.9%
2 Technology 5.11%
3 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$38.1M 49.65%
194,838
+141,646
2
$15.2M 19.85%
351,829
+279,599
3
$14.7M 19.16%
762,929
-1,286,965
4
$3.92M 5.11%
79,941
5
$3.25M 4.23%
194,538
-1,190,286
6
$1.53M 1.99%
119,751