ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.12B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.01M
3
+$6.84M
4
SHYF
The Shyft Group
SHYF
+$5.13M
5
SITE icon
SiteOne Landscape Supply
SITE
+$4.95M

Top Sells

1
+$24.2M
2
+$19.2M
3
+$6.75M
4
MCK icon
McKesson
MCK
+$6.2M
5
PLTR icon
Palantir
PLTR
+$4.33M

Sector Composition

1 Industrials 21.63%
2 Consumer Discretionary 16.84%
3 Healthcare 13.88%
4 Financials 13.59%
5 Technology 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.48%
21
27
$15.3M 1.48%
209,299
+7,660
28
$14.9M 1.45%
120,233
+43,642
29
$14.6M 1.42%
78,685
+1,395
30
$14.2M 1.37%
118,984
+2,423
31
$11.6M 1.13%
96,318
+41,888
32
$11.2M 1.09%
40,059
+4,578
33
$10.9M 1.06%
47,422
+1,969
34
$10.6M 1.02%
115,391
+4,685
35
$10.3M 1%
+43,351
36
$10.2M 0.99%
114,288
-169
37
$10.1M 0.98%
460,375
+33,355
38
$9.89M 0.96%
72,748
39
$9M 0.87%
171,795
+197
40
$8.43M 0.82%
96,644
+16,117
41
$8.23M 0.8%
1,152,954
+16,896
42
$8.12M 0.79%
19,134
+3,255
43
$7.8M 0.76%
167,807
-9,801
44
$7.18M 0.7%
75,825
+13,999
45
$6.86M 0.67%
+17,741
46
$6.81M 0.66%
49,939
-36,890
47
$6.58M 0.64%
83,140
+8,341
48
$5.26M 0.51%
9,529
-978
49
$4.07M 0.39%
127,843
+1,165
50
$3.19M 0.31%
8,971
+1,168
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