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
$934M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$21.9M
3 +$14.2M
4
CSCO icon
Cisco
CSCO
+$14.2M
5
IBM icon
IBM
IBM
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.19%
2 Healthcare 15.81%
3 Financials 15.04%
4 Industrials 9.85%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.14M 0.76%
+86,204
27
$6.97M 0.75%
+317,827
28
$6.86M 0.73%
+80,987
29
$6.49M 0.69%
+84,273
30
$6.48M 0.69%
+179,218
31
$6.43M 0.69%
+75,956
32
$6.36M 0.68%
+142,223
33
$6.22M 0.67%
+101,855
34
$6.19M 0.66%
+148,435
35
$6.03M 0.64%
+117,539
36
$6.02M 0.64%
+195,881
37
$5.97M 0.64%
+90,309
38
$5.92M 0.63%
+57,829
39
$5.83M 0.62%
+267,595
40
$5.76M 0.62%
+511,505
41
$5.61M 0.6%
+97,177
42
$5.34M 0.57%
+153,165
43
$5.26M 0.56%
+193,750
44
$5.22M 0.56%
+108,660
45
$5.04M 0.54%
+102,688
46
$4.95M 0.53%
+121,148
47
$4.94M 0.53%
+60,366
48
$4.79M 0.51%
+115,740
49
$4.76M 0.51%
+85,893
50
$4.64M 0.5%
+63,779