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
76
$10.4M 0.43%
82,459
-3,327
77
$10.3M 0.42%
67,156
+7,946
78
$10.2M 0.42%
251,793
+3,780
79
$10.2M 0.42%
45,453
+1,653
80
$10.1M 0.42%
257,952
+11,858
81
$10M 0.41%
88,254
-1,113
82
$9.91M 0.41%
338,822
-60,449
83
$9.88M 0.41%
306,767
-1,697
84
$9.86M 0.41%
109,286
-12,472
85
$9.8M 0.4%
133,746
+36,524
86
$9.74M 0.4%
80,323
-1,011
87
$9.73M 0.4%
322,411
-77,893
88
$9.72M 0.4%
208,651
+180,631
89
$9.52M 0.39%
29,369
-446
90
$9.48M 0.39%
83,832
+13,606
91
$9.38M 0.39%
442,112
+38,337
92
$9.08M 0.37%
94,679
-3,613
93
$8.99M 0.37%
38,005
+26,745
94
$8.92M 0.37%
193,519
-2,459
95
$8.84M 0.36%
890,893
-9,291
96
$8.71M 0.36%
53,406
-809
97
$8.69M 0.36%
122,500
-45
98
$8.59M 0.35%
124,583
-28,408
99
$8.51M 0.35%
65,713
+13,291
100
$8.5M 0.35%
491,537
-27,608
2 3
4
5 6