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
101
$8.38M 0.34%
216,582
-44,448
102
$8.34M 0.34%
92,915
+24,702
103
$8.18M 0.34%
19,019
+2,928
104
$8.12M 0.33%
86,750
-21,281
105
$8.12M 0.33%
106,752
-1,744
106
$8.1M 0.33%
133,212
+9,496
107
$8.07M 0.33%
244,344
-78,140
108
$7.95M 0.33%
400,597
+36,323
109
$7.85M 0.32%
12,891
-696
110
$7.8M 0.32%
478,002
-34,210
111
$7.77M 0.32%
269,645
-5,094
112
$7.76M 0.32%
198,193
-4,755
113
$7.68M 0.32%
580,176
-11,389
114
$7.59M 0.31%
154,337
+75
115
$7.58M 0.31%
+91,177
116
$7.54M 0.31%
82,701
+28,144
117
$7.54M 0.31%
+90,535
118
$7.49M 0.31%
+127,484
119
$7.49M 0.31%
89,659
+1,669
120
$7.46M 0.31%
47,906
-463
121
$7.46M 0.31%
+102,520
122
$7.36M 0.3%
208,780
-21,747
123
$7.36M 0.3%
259,480
-2,907
124
$7.35M 0.3%
+153,530
125
$7.33M 0.3%
160,912
-33,873
3 4
5
6 7