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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
$2.78B
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.99M
3
+$7.74M
4
EVRI
Everi Holdings
EVRI
+$7.25M
5
AEP icon
American Electric Power
AEP
+$6.93M

Top Sells

1
+$16.4M
2
+$12.2M
3
+$10.5M
4
WHR icon
Whirlpool
WHR
+$9.97M
5
MDLZ icon
Mondelez International
MDLZ
+$9.57M

Sector Composition

1 Technology 18.3%
2 Financials 14.04%
3 Industrials 13.05%
4 Healthcare 11.96%
5 Consumer Discretionary 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-6,746
427
– –
-89,091
428
– –
-40,755
429
– –
-105,664
430
– –
-63,083
431
– –
-45,119
432
– –
-68,784
433
– –
-33,912
434
– –
-10,688
435
– –
-34,546
436
– –
-26,542
437
– –
-157,280
438
– –
-21,084
439
– –
-9,017
440
– –
-34,136
441
– –
-3,307
442
– –
-164,919
443
– –
-88,744
444
– –
-3,954
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