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
176
$4.01M 0.16%
20,353
+521
177
$3.9M 0.16%
19,417
+5,390
178
$3.82M 0.16%
141,764
-2,589
179
$3.7M 0.15%
44,837
-2,285
180
$3.62M 0.15%
100,166
+17,944
181
$3.61M 0.15%
23,334
-8,361
182
$3.49M 0.14%
38,268
183
$3.42M 0.14%
140,372
184
$3.4M 0.14%
33,459
+5,755
185
$3.39M 0.14%
67,841
+14,793
186
$3.37M 0.14%
34,123
+31,307
187
$3.34M 0.14%
70,381
+31
188
$3.32M 0.14%
96,690
189
$3.29M 0.14%
38,784
+22,409
190
$3.24M 0.13%
+42,785
191
$3.16M 0.13%
29,187
+3,276
192
$3.11M 0.13%
17,769
-10,558
193
$3M 0.12%
42,261
-198
194
$2.94M 0.12%
+26,860
195
$2.9M 0.12%
75,951
-1,582
196
$2.85M 0.12%
196,695
+2,041
197
$2.66M 0.11%
15,154
+545
198
$2.6M 0.11%
5,437
-1,145
199
$2.6M 0.11%
16,493
-267
200
$2.57M 0.11%
+102,824
6 7
8
9 10