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
$934M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$21.9M
3
+$14.2M
4
CSCO icon
Cisco
CSCO
+$14.2M
5
IBM icon
IBM
IBM
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.19%
2 Healthcare 15.81%
3 Financials 15.04%
4 Industrials 9.85%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$296K 0.03%
+7,420
352
$294K 0.03%
+384
353
$293K 0.03%
+5,870
354
$290K 0.03%
+11,717
355
$289K 0.03%
+4,007
356
$284K 0.03%
+7,432
357
$278K 0.03%
+4,695
358
$271K 0.03%
+4,487
359
$271K 0.03%
+9,533
360
$269K 0.03%
+7,566
361
$258K 0.03%
+2,832
362
$257K 0.03%
+3,289
363
$247K 0.03%
+20,464
364
$244K 0.03%
+16,332
365
$238K 0.03%
+17,219
366
$237K 0.03%
+7,892
367
$235K 0.03%
+31,320
368
$235K 0.03%
+8,125
369
$233K 0.02%
+7,197
370
$232K 0.02%
+6,750
371
$222K 0.02%
+12,762
372
$221K 0.02%
+2,397
373
$219K 0.02%
+6,221
374
$219K 0.02%
+9,860
375
$216K 0.02%
+4,529
13 14
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