ZCG

Zesiger Capital Group Portfolio holdings

AUM $59.2M
1-Year Est. Return 3.93%
This Quarter Est. Return
1 Year Est. Return
+3.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.2M
3
+$3.83M
4
TAX
Liberty Tax, Inc. Class A
TAX
+$1.94M
5
IBN icon
ICICI Bank
IBN
+$1.32M

Top Sells

1
+$10.6M
2
+$8.16M
3
+$4.99M
4
JCI icon
Johnson Controls International
JCI
+$3.71M
5
FLR icon
Fluor
FLR
+$3.03M

Sector Composition

1 Industrials 48.03%
2 Materials 14.38%
3 Consumer Discretionary 9.69%
4 Real Estate 4.17%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-167,000
27
– –
-176,287
1
2