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ZCM

Ziegler Capital Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 34.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.1M
3
+$11.3M
4
PRGS icon
Progress Software
PRGS
+$9.35M
5
NVO
Novo Nordisk
NVO
+$8.55M

Top Sells

1
+$9.79M
2
+$8.96M
3
+$8.83M
4
ALGN icon
Align Technology
ALGN
+$7.67M
5
AAPL icon
Apple
AAPL
+$7.48M

Sector Composition

1 Technology 16.77%
2 Healthcare 13.96%
3 Financials 13.88%
4 Industrials 13.22%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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-209,026
403
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404
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-157,188
405
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406
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-20,659
407
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-24,902
408
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410
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-53,487
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-10,446
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-60,426
414
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-564,501
415
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-40,017
416
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-146,890
417
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420
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-40,850
421
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