ZCM

Ziegler Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 34.71%
This Quarter Est. Return
1 Year Est. Return
+34.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$27.8M
3
+$27.2M
4
AMZN icon
Amazon
AMZN
+$24.1M
5
UNH icon
UnitedHealth
UNH
+$21.4M

Top Sells

1
+$8.05M
2
+$8.02M
3
+$5.51M
4
ATKR icon
Atkore
ATKR
+$4.86M
5
EL icon
Estee Lauder
EL
+$4.59M

Sector Composition

1 Technology 17.67%
2 Healthcare 14.4%
3 Financials 13.27%
4 Industrials 11.97%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.82M 0.07%
37,415
+1,436
227
$1.82M 0.07%
55,388
-1,065
228
$1.81M 0.07%
9,184
-196
229
$1.79M 0.07%
29,006
+1,229
230
$1.78M 0.07%
66,862
+1,882
231
$1.71M 0.07%
137,700
-2,259
232
$1.69M 0.07%
61,418
-4,424
233
$1.59M 0.07%
8,064
+725
234
$1.57M 0.06%
+19,145
235
$1.55M 0.06%
72,366
+28,951
236
$1.55M 0.06%
147,723
+31,395
237
$1.55M 0.06%
34,869
+5,914
238
$1.53M 0.06%
17,666
+1,107
239
$1.53M 0.06%
108,202
+26,943
240
$1.47M 0.06%
21,072
+953
241
$1.45M 0.06%
+78,475
242
$1.45M 0.06%
32,793
+6,785
243
$1.45M 0.06%
34,862
+7,222
244
$1.44M 0.06%
10,552
+4,656
245
$1.42M 0.06%
34,061
+12,239
246
$1.42M 0.06%
10,250
+628
247
$1.41M 0.06%
29,611
248
$1.4M 0.06%
+37,091
249
$1.39M 0.06%
55,310
+1,615
250
$1.38M 0.06%
15,974
+523
8 9
10
11 12