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
401
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402
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403
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404
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405
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406
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407
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408
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409
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410
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411
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414
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415
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419
-48,202
420
-21,997
421
-50,946
422
-40,643
423
-7,714