ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.03B
1-Year Est. Return 28.22%
This Quarter Est. Return
1 Year Est. Return
+28.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.95M
3
+$5.55M
4
ADX icon
Adams Diversified Equity Fund
ADX
+$4.49M
5
SHYF
The Shyft Group
SHYF
+$2.85M

Top Sells

1
+$12.1M
2
+$10.4M
3
+$4.19M
4
GLO
Clough Global Opportunities Fund
GLO
+$601K
5
BDX icon
Becton Dickinson
BDX
+$394K

Sector Composition

1 Industrials 30.83%
2 Financials 11.36%
3 Consumer Discretionary 11.04%
4 Communication Services 10.81%
5 Technology 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.47%
148,490
27
$1.75M 0.43%
94,898
-922
28
$1.57M 0.39%
48,300
+9,410
29
$1.02M 0.25%
28,401
30
$964K 0.24%
37,275
31
$840K 0.21%
79,250
32
$840K 0.21%
4,784
33
$770K 0.19%
7,810
34
$717K 0.18%
7,880
-750
35
$710K 0.17%
68,625
+10,000
36
$693K 0.17%
43,868
+797
37
$606K 0.15%
100,447
+2,270
38
$563K 0.14%
11,617
39
$549K 0.13%
2
40
$549K 0.13%
9,950
41
$375K 0.09%
9,728
42
$344K 0.08%
4,191
43
$343K 0.08%
3,595
44
$327K 0.08%
2,911
45
$281K 0.07%
2,125
46
$269K 0.07%
5,000
47
$257K 0.06%
10,045
48
$223K 0.05%
9,825
49
$151K 0.04%
10,200
50
$15K ﹤0.01%
42,998
-150
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2
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