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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
$1.15B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.34M
3
+$7.19M
4
JPM icon
JPMorgan Chase
JPM
+$6.95M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.85M

Top Sells

1
+$6.16M
2
+$4.1M
3
+$4.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.94M
5
M icon
Macy's
M
+$3.85M

Sector Composition

1 Technology 19.88%
2 Financials 16.16%
3 Healthcare 15.1%
4 Industrials 10.91%
5 Energy 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-17,388
452
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453
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-9,947
454
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455
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457
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458
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-6,258
460
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461
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-26,333
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-50,000
463
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-82,704
464
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-9,860
465
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-27,498
466
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-14,494
467
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-58,433
468
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469
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470
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-8,091
471
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472
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-28,870
473
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-689
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