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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
$2.99B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$5.58M
3
+$5.07M
4
R icon
Ryder
R
+$5.05M
5
MCD icon
McDonald's
MCD
+$4.61M

Top Sells

1
+$22.3M
2
+$21.1M
3
+$21.1M
4
MA icon
Mastercard
MA
+$19.7M
5
LPX icon
Louisiana-Pacific
LPX
+$19.1M

Sector Composition

1 Technology 17.45%
2 Financials 15.13%
3 Industrials 12.94%
4 Healthcare 12.92%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-47,764
452
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-15,367
453
– –
-15,912
454
– –
-29,226
455
– –
-76,417
456
– –
-1,897
457
– –
-33,016
458
– –
-3,520
459
– –
-97,956
460
– –
-43,802
461
– –
-57,344
462
– –
-2,510
463
– –
-25,129
464
– –
-47,192
15 16 17 18
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