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
51
$11.9M 0.49%
62,217
-1,499
52
$11.9M 0.49%
184,564
+27,810
53
$11.8M 0.49%
6,758
+840
54
$11.7M 0.48%
206,952
+63
55
$11.7M 0.48%
189,308
+124,693
56
$11.6M 0.48%
207,223
-39,056
57
$11.6M 0.48%
55,220
+32,743
58
$11.6M 0.48%
309,645
-65,135
59
$11.6M 0.48%
67,026
+46,602
60
$11.6M 0.48%
144,346
-27,447
61
$11.4M 0.47%
+121,137
62
$11.4M 0.47%
69,177
+43,509
63
$11.4M 0.47%
119,912
+72,052
64
$11.3M 0.47%
122,181
-10,522
65
$11.1M 0.46%
104,461
-1,548
66
$11.1M 0.45%
45,991
+23,744
67
$11M 0.45%
61,555
-1,172
68
$11M 0.45%
20,210
+14,184
69
$11M 0.45%
174,648
-6,605
70
$10.9M 0.45%
200,092
-7,752
71
$10.9M 0.45%
64,829
-15,309
72
$10.8M 0.45%
125,518
-1,680
73
$10.7M 0.44%
355,318
-1,632
74
$10.5M 0.43%
144,015
-1,842
75
$10.5M 0.43%
126,703
-58,511
1 2
3
4 5