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
251
$1.35M 0.06%
+66,327
252
$1.35M 0.06%
84,838
+2,439
253
$1.35M 0.06%
+3,500
254
$1.34M 0.06%
30,698
+805
255
$1.33M 0.05%
103,566
+6,378
256
$1.32M 0.05%
159,949
+10,541
257
$1.32M 0.05%
22,458
+624
258
$1.32M 0.05%
94,712
+2,880
259
$1.31M 0.05%
174,219
+11,111
260
$1.3M 0.05%
5,286
+4,185
261
$1.3M 0.05%
8,656
262
$1.29M 0.05%
74,611
+4,824
263
$1.27M 0.05%
11,195
-1,862
264
$1.26M 0.05%
54,692
265
$1.26M 0.05%
31,383
-200,945
266
$1.25M 0.05%
58,392
+2,000
267
$1.25M 0.05%
43,065
+27,462
268
$1.24M 0.05%
58,575
-1,256
269
$1.24M 0.05%
39,352
+14,189
270
$1.22M 0.05%
19,136
-7,037
271
$1.22M 0.05%
9,244
+3,465
272
$1.2M 0.05%
29,335
+11,259
273
$1.2M 0.05%
+40,353
274
$1.2M 0.05%
16,412
+403
275
$1.19M 0.05%
29,624
9 10
11
12 13