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
351
$445K 0.02%
17,861
+4,426
352
$430K 0.02%
39,454
+1,016
353
$430K 0.02%
+5,369
354
$427K 0.02%
+4,239
355
$384K 0.02%
12,980
356
$376K 0.02%
3,612
+1,447
357
$369K 0.02%
4,027
+613
358
$365K 0.02%
4,835
+855
359
$361K 0.01%
36,772
360
$344K 0.01%
12,386
361
$325K 0.01%
5,448
362
$323K 0.01%
6,013
363
$321K 0.01%
6,117
+1,112
364
$296K 0.01%
3,813
+763
365
$296K 0.01%
+4,225
366
$292K 0.01%
+3,250
367
$288K 0.01%
+2,040
368
$251K 0.01%
10,340
369
$246K 0.01%
+997
370
$245K 0.01%
+2,150
371
$245K 0.01%
5,337
372
$243K 0.01%
+6,813
373
$239K 0.01%
+1,091
374
$236K 0.01%
2,991
-3,953
375
$236K 0.01%
9,213
13 14
15
16 17