ZIG
Zuckerman Investment Group Portfolio holdings
AUM
$1.03B
1-Year Return
28.22%
This Quarter Return
+4.02%
1 Year Return
+28.22%
3 Year Return
+125.88%
5 Year Return
+219.98%
10 Year Return
+379.42%
AUM
$473M
AUM Growth
-$7.05M
(-1.5%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-3.88%
Top 10 Holdings %
Top 10 Hldgs %
58%
Holding
66
New
6
Increased
12
Reduced
16
Closed
6
Top Buys
| 1 |
News Corp Class A
NWSA
|
$7.99M |
| 2 |
MW
THE MENS WAREHOUSE INC
MW
|
$7.92M |
| 3 |
Sabre
SABR
|
$6.65M |
| 4 |
ACAS
American Capital Ltd
ACAS
|
$5.28M |
| 5 |
KKR & Co
KKR
|
$4.66M |
Top Sells
| 1 |
Coca-Cola
KO
|
$15.1M |
| 2 |
Advance Auto Parts
AAP
|
$10.1M |
| 3 |
McDonald's
MCD
|
$8.71M |
| 4 |
FedEx
FDX
|
$7.3M |
| 5 |
LM
Legg Mason, Inc.
LM
|
$6.91M |
Sector Composition
| 1 | Financials | 27.84% |
| 2 | Communication Services | 12.54% |
| 3 | Energy | 11.77% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Technology | 7.99% |
