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
126
$7.32M 0.3%
76,138
+3,124
127
$7.25M 0.3%
358,628
+1,378
128
$7.24M 0.3%
169,879
+23,215
129
$6.95M 0.29%
+118,226
130
$6.95M 0.29%
105,710
+27,735
131
$6.83M 0.28%
42,034
-448
132
$6.74M 0.28%
253,532
-4,308
133
$6.69M 0.28%
475,629
-152,820
134
$6.65M 0.27%
43,247
+29,795
135
$6.64M 0.27%
126,590
+5,389
136
$6.63M 0.27%
39,399
-527
137
$6.49M 0.27%
38,839
-3,462
138
$6.47M 0.27%
209,373
-2,954
139
$6.41M 0.26%
18,476
140
$6.41M 0.26%
34,074
-14,412
141
$6.31M 0.26%
10,668
-309
142
$6.29M 0.26%
75,504
+48,256
143
$6.26M 0.26%
100,886
+74,296
144
$6.19M 0.25%
332,763
-19,461
145
$6.14M 0.25%
25,254
+12,868
146
$6.11M 0.25%
30,725
+3,048
147
$6.07M 0.25%
24,968
-937
148
$5.91M 0.24%
88,992
-14,644
149
$5.84M 0.24%
350,759
-4,478
150
$5.84M 0.24%
235,555
+191
4 5
6
7 8