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
401
$152K 0.02%
+17,881
402
$138K 0.01%
+6,759
403
$133K 0.01%
+19
404
$133K 0.01%
+14,494
405
$113K 0.01%
+13,964
406
$112K 0.01%
+13,441
407
$107K 0.01%
+16,114
408
$105K 0.01%
+12,626
409
$103K 0.01%
+5,152
410
$102K 0.01%
+23,593
411
$85K 0.01%
+10,821
412
$79K 0.01%
+10,485
413
$76K 0.01%
+32,832
414
$69K 0.01%
+13,668
415
$66K 0.01%
+1,187