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
201
$2.56M 0.11%
30,166
+366
202
$2.46M 0.1%
20,316
-266
203
$2.44M 0.1%
6,468
+2,225
204
$2.4M 0.1%
10,289
-84
205
$2.37M 0.1%
21,465
+1,453
206
$2.29M 0.09%
81,586
207
$2.26M 0.09%
15,981
+1,833
208
$2.22M 0.09%
27,050
-206
209
$2.21M 0.09%
+38,356
210
$2.21M 0.09%
21,132
+16,827
211
$2.18M 0.09%
20,332
+1,710
212
$2.04M 0.08%
23,337
-404
213
$2.03M 0.08%
29,030
+23,893
214
$2.02M 0.08%
30,543
-693
215
$1.92M 0.08%
40,453
+10,457
216
$1.91M 0.08%
+23,224
217
$1.91M 0.08%
50,904
+4,532
218
$1.9M 0.08%
60,153
-20,391
219
$1.88M 0.08%
48,285
+59
220
$1.87M 0.08%
14,062
+407
221
$1.85M 0.08%
8,309
-1,155
222
$1.85M 0.08%
9,502
-128
223
$1.83M 0.08%
63,037
+3,837
224
$1.82M 0.08%
47,839
-1,063
225
$1.82M 0.08%
48,103
+4,135
7 8
9
10 11