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By Siraj Sarwar

Ziegler Capital Management, LLC is an asset management firm with a successful history of providing investment solutions for institutional and individual investors. Ziegler's approach to money management produces consistent, risk controlled and predictable returns through all market cycles.

In Q3, Ziegler Capital Management initiated positions in 44 stocks and sold out 369 stocks. Its portfolio is heavy on technology (24.71%), services (17.73%), energy (17.61%), transportation (7.82%), and financial (5.04%). Here, I assess the major buys favored by the Ziegler Capital Management. These are Akamai Technologies Inc (NASDAQ:AKAM), Wynn Resorts Ltd (NASDAQ:WYNN), Boston Beer Inc (NYSE:SAM) Quest Diagnostics Inc (NYSE:DGX) and Franklin Resources INC (NYSE:BEN).

Stock

Shares Held

Market Value

% of Portfolio

% Change

AKAMAI TECHNOLOGIES INC

104,600

$ 4,001,996

0.24%

New

WYNN RESORTS LTD

21,228

$ 2,450,560

0.15%

New

BOSTON BEER INC

18,000

$ 2,015,460

0.12%

New

QUEST DIAGNOSTICS INC

31,782

$ 2,015,932

0.12%

New

FRANKLIN RES INC

13,922

$ 1,741,225

0.11%

New

Source: Whalewisdom.com

WYNN RESORTS LTD

Key Metrics

Sector

Consumer Cyclical

Industry

Resorts & Casinos

Market Cap

$10.64B

Beta

2.36

Operating Profit Margin

19.61%

Earnings Per Share Growth Rate

15.61%

Debt/Equity Ratio

14.06

ROI

13.40%

ROE

38.92%

Source: Finviz.com

Wynn Resorts is an operator of resorts and luxury casinos. The corporation was established in 2002 by Steve Wynn. Steve Wynn has a solid track record of building profitable luxury casinos and resorts, dating back to the mid-1970s. The company operates four megaresorts. These are Wynn Macau and Encore in China, and Wynn Las Vegas and Encore on the Las Vegas Strip. The corporation is presently in the design phase for a fifth casino and resort on the Cotai Strip in Macau.

Wynn Resorts has set its bets squarely on Macau. Wynn Resorts has positioned itself as the leading luxury brand in the casino industry in China, delivering the corporation with the highest-spending gamblers and resort customers. These customers pay the highest room charges and bet the most per hand in the market.

The asset manager initiated a position in Wynn Resorts in Q3 with a purchase of 21,228 shares amounting to about $2.45 million. This is equivalent to 0.15% of the overall portfolio of Ziegler Capital Management.

AKAMAI TECHNOLOGIES INC

Key Metrics

Sector

Technology

Industry

Internet Information Providers

Market Cap

$6.41B

Beta

0.88

Operating Profit Margin

22.59%

Earnings Per Share Growth Rate

25.74%

Debt/Equity Ratio

0.00

ROI

8.72%

ROE

8.94%

Source: Finviz.com

Akamai offers cloud infrastructure services and content delivery for improving and accelerating applications through the Internet. At the core of the Corporation's solutions is the Akamai Intelligent Platform offering extensive reach, coupled with supreme reliability, visibility, security and expertise.

Even if, the price looks to be heading down in the coming weeks, I am extremely confident about Akamai. With its streamlining business model and most recent tech acquisitions, Akamai will come out to be a profitable survivor. The asset manager initiated a position in Akamai in Q3 with a purchase of 104,600 shares amounting to about $4.01 million. This is equivalent to 0.24% of the overall portfolio of Ziegler Capital Management. This is Akamai first appearance in the 13F filing of the Ziegler Capital Management within at least 9 quarters.

BOSTON BEER INC

Key Metrics

Sector

Consumer Defensive

Industry

Beverages - Brewers

Market Cap

$10.64B

Beta

0.77

Operating Profit Margin

16.57%

Earnings Per Share Growth Rate

9.21%

Debt/Equity Ratio

0.0

ROI

27.15%

ROE

30%

Source: Finviz.com

Boston Beer is the largest publicly traded domestic craft brewer, and the 4th largest brewer in the United States. Boston Beer plays in the super-premium end of the beer market against domestic craft brews, imports, and specialty beers. The corporation also markets Angry Orchard ciders and Twisted Tea (a flavored malt beverage).

Since its humble start in 1984, Boston Beer has grown to become the U.S. biggest publicly owned craft brewer. The company is producing around 2.5 million barrels per year. I believe that over the next decade, craft beers will continue to grow popularity and Boston Beer's share of the U.S. market will climb. The company's brews gain in popularity and the firm's expand its distribution footprint throughout the country.

The asset manager bought 180,000 shares of Boston Beer in Q3; this is equivalent to 0.12% of its total holdings. The purchase's value was $2.01 million. This is the first appearance of Boston Beer in the asset manager portfolio.

QUEST DIAGNOSTICS INC

Key Metrics

Sector

Healthcare

Industry

Diagnostics & Research

Market Cap

$9.2B

Beta

0.65

Operating Profit Margin

16.74%

Earnings Per Share Growth Rate

10.96%

Debt/Equity Ratio

0.81

ROI

9.27%

ROE

17.85%

Source: Finviz.com

Quest Diagnostics is the major, independent company of diagnostic testing, services, and information in the U.S. The corporation generates about 90 percent of its revenue by anatomic pathology, clinical testing, substance abuse testing, and esoteric testing. The company also offers clinical trials testing, information technology solutions, and risk assessment services.

Ziegler Capital Management initiated a position in the company in Q3 of 2012. The purchase has amounted to $2.01 million and represents 0.12% of the hedge fund's total portfolio. Quest Diagnostics positioned itself as the major provider of independent diagnostic testing in the United States. The company has build out a network of over 2,000 patient service centers throughout the country. I think Quest's substantial infrastructure will enable it to benefit from favorable demographic trends and a boost in insured patients. Even so, the corporation faces significant headwinds as economic problems have led patients to skimp on doctor visits.

Franklin Resources INC

Key Metrics

Sector

Financial Services

Industry

Asset Management

Market Cap

$27.27B

Beta

1.49

Operating Profit Margin

35.42%

Earnings Per Share Growth Rate

10.13%

Debt/Equity Ratio

-

ROI

-

ROE

-

Source: Finviz.com

Franklin Resources offers investment services for institutional investors and individual. The organization's funds are marketed under the Templeton, Franklin, Bissett, Mutual Series, Darby, and Fiduciary brands.

Ziegler Capital Management has poured a significant 0.11% of its total portfolio on Franklin. Whalewisdom.com reported that the purchase has amounted to $1.74 million. This is Franklin Resources first appearance in the 13F filing of the Ziegler Capital Management within at least 9 quarters. Franklin is among the larger global asset managers with more than $750 billion in assets under management. The company's wide economic moat is designed on the strength of its brands, scale of operations, distribution channel and geographic reach.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Business relationship disclosure: EfsInvestment is a team of analysts. This article was written by Siraj Sarwar. We did not receive compensation for this article (other than from Seeking Alpha), and we have no business relationship with any company whose stock is mentioned in this article.

Source: 5 Significant Buys By Ziegler Capital Management