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
376
$212K 0.02%
+7,201
377
$211K 0.02%
+17,415
378
$209K 0.02%
+2,958
379
$209K 0.02%
+4,285
380
$209K 0.02%
+6,310
381
$207K 0.02%
+9,836
382
$207K 0.02%
+10,442
383
$205K 0.02%
+7,858
384
$200K 0.02%
+4,677
385
$196K 0.02%
+25,296
386
$196K 0.02%
+31,325
387
$194K 0.02%
+4,660
388
$194K 0.02%
+20,218
389
$188K 0.02%
+12,472
390
$187K 0.02%
+50,000
391
$185K 0.02%
+13,223
392
$184K 0.02%
+3,358
393
$177K 0.02%
+10,893
394
$170K 0.02%
+15,371
395
$166K 0.02%
+11,604
396
$165K 0.02%
+28,262
397
$164K 0.02%
+16,486
398
$160K 0.02%
+1,530
399
$155K 0.02%
+689
400
$153K 0.02%
+10,519
13 14 15
16
17