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
$699M
AUM Growth
+$183K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.85M
3
+$4.82M
4
SHYF
The Shyft Group
SHYF
+$3.83M
5
PGR icon
Progressive
PGR
+$3.11M

Top Sells

1
+$29.9M
2
+$800K
3
+$789K
4
CME icon
CME Group
CME
+$586K
5
BCO icon
Brink's
BCO
+$534K

Sector Composition

1 Industrials 23.74%
2 Consumer Discretionary 18.85%
3 Financials 12.96%
4 Healthcare 12.78%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 1.58%
719,012
+313,338
27
$10.9M 1.56%
73,172
-2,514
28
$10.1M 1.44%
79,181
+283
29
$8.78M 1.26%
60,569
+381
30
$7.55M 1.08%
172,632
+7,470
31
$6.78M 0.97%
65,867
+53
32
$6.75M 0.97%
121,173
+181
33
$6.72M 0.96%
69,356
-923
34
$6.64M 0.95%
+330,588
35
$6.36M 0.91%
16,189
+1,636
36
$6.34M 0.91%
161,586
+2,493
37
$6.21M 0.89%
187,120
-1,040
38
$6.07M 0.87%
66,517
+427
39
$5.57M 0.8%
106,232
-1,687
40
$4.85M 0.69%
+86,794
41
$4.16M 0.59%
87,372
+5,463
42
$4.08M 0.58%
19,608
+3,066
43
$3.5M 0.5%
424,719
-28,690
44
$3.49M 0.5%
9,733
-15
45
$3.18M 0.45%
11,946
+1,380
46
$2.89M 0.41%
40,497
+6,260
47
$2.72M 0.39%
36,458
+4,973
48
$1.93M 0.28%
7,703
+1,030
49
$1.7M 0.24%
20,974
+1,231
50
$1.48M 0.21%
9,499
+487
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2
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