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
$3.74B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$116M
3
+$77.5M
4
MA icon
Mastercard
MA
+$75.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$67.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.34%
2 Healthcare 15.79%
3 Financials 12.03%
4 Industrials 10.87%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$313K 0.01%
+3,602
452
$308K 0.01%
+15,351
453
$307K 0.01%
+7,652
454
$302K 0.01%
+18,522
455
$295K 0.01%
+4,894
456
$293K 0.01%
+11,171
457
$291K 0.01%
+2,243
458
$285K 0.01%
+1,300
459
$277K 0.01%
+42,848
460
$275K 0.01%
+12,365
461
$265K 0.01%
+5,680
462
$262K 0.01%
+3,470
463
$259K 0.01%
+49,134
464
$256K 0.01%
+3,806
465
$254K 0.01%
+57,274
466
$250K 0.01%
+13,465
467
$239K 0.01%
+11,345
468
$237K 0.01%
+8,080
469
$236K 0.01%
+1,548
470
$228K 0.01%
+1,824
471
$218K 0.01%
+15,398
472
$215K 0.01%
+1,802
473
$208K 0.01%
+8,862
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