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
326
$797K 0.03%
+22,436
327
$797K 0.03%
+10,021
328
$785K 0.03%
23,780
+659
329
$780K 0.03%
+10,491
330
$769K 0.03%
+20,779
331
$763K 0.03%
26,396
+719
332
$757K 0.03%
72,400
+2,042
333
$742K 0.03%
15,131
+98
334
$695K 0.03%
41,093
+1,324
335
$673K 0.03%
+8,395
336
$672K 0.03%
+23,678
337
$659K 0.03%
+55,321
338
$654K 0.03%
16,682
-6,126
339
$650K 0.03%
25,745
+767
340
$614K 0.03%
+4,685
341
$580K 0.02%
+3,481
342
$566K 0.02%
+27,465
343
$561K 0.02%
+11,964
344
$560K 0.02%
13,465
345
$533K 0.02%
+77,135
346
$530K 0.02%
23,734
+10,079
347
$526K 0.02%
+1,925
348
$501K 0.02%
2,473
+160
349
$494K 0.02%
2,704
350
$475K 0.02%
23,398
+624
12 13
14
15 16