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
276
$1.19M 0.05%
38,139
+22,283
277
$1.18M 0.05%
33,946
+767
278
$1.18M 0.05%
66,615
+1,937
279
$1.17M 0.05%
2,840
+1,282
280
$1.17M 0.05%
129,468
+3,554
281
$1.17M 0.05%
28,514
+789
282
$1.17M 0.05%
26,233
+830
283
$1.16M 0.05%
+9,983
284
$1.16M 0.05%
43,925
+18,352
285
$1.16M 0.05%
33,479
-65
286
$1.15M 0.05%
45,826
+12,125
287
$1.14M 0.05%
10,073
+277
288
$1.11M 0.05%
25,049
+680
289
$1.11M 0.05%
+44,782
290
$1.07M 0.04%
+7,926
291
$1.07M 0.04%
6,053
+3,725
292
$1.06M 0.04%
18,084
293
$1.06M 0.04%
20,283
+535
294
$1.06M 0.04%
1,864
+50
295
$1.05M 0.04%
62,018
+2,300
296
$1.05M 0.04%
10,324
297
$1.04M 0.04%
+39,035
298
$1.03M 0.04%
16,511
+438
299
$1.03M 0.04%
30,333
+791
300
$1.02M 0.04%
10,974
+249
10 11
12
13 14