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
151
$5.56M 0.23%
52,506
-2,863
152
$5.55M 0.23%
109,408
+67,147
153
$5.47M 0.22%
43,149
+12,149
154
$5.4M 0.22%
92,931
-553
155
$5.35M 0.22%
78,278
+1,230
156
$5.32M 0.22%
31,401
+11,629
157
$5.32M 0.22%
303,213
+10,499
158
$5.3M 0.22%
46,322
-24,528
159
$5.28M 0.22%
55,657
-2,855
160
$5.28M 0.22%
254,596
-13,313
161
$5.24M 0.22%
89,355
-6,299
162
$5.2M 0.21%
145,802
-5,004
163
$4.89M 0.2%
+166,972
164
$4.84M 0.2%
63,351
-19,161
165
$4.69M 0.19%
110,160
-4,420
166
$4.47M 0.18%
+96,642
167
$4.44M 0.18%
48,691
-7,689
168
$4.35M 0.18%
61,906
-3,166
169
$4.3M 0.18%
+14,378
170
$4.13M 0.17%
197,228
+6,023
171
$4.13M 0.17%
74,006
+50,456
172
$4.13M 0.17%
57,767
-27,088
173
$4.09M 0.17%
49,755
-1,285
174
$4.08M 0.17%
79,100
-49,882
175
$4.07M 0.17%
462,184
+3,686
5 6
7
8 9