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ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 29.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$8.68M
3
+$7.07M
4
LULU icon
lululemon athletica
LULU
+$5.93M
5
HSIC icon
Henry Schein
HSIC
+$4.99M

Top Sells

1
+$24.3M
2
+$10.3M
3
+$9.27M
4
VRT icon
Vertiv
VRT
+$5.7M
5
MRK icon
Merck
MRK
+$4.89M

Sector Composition

1 Industrials 22.03%
2 Consumer Discretionary 15.14%
3 Healthcare 14.05%
4 Financials 12.72%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 1.59%
28,091
+270
27
$15.8M 1.47%
21
28
$14.5M 1.34%
115,323
-3,661
29
$13.2M 1.22%
115,535
-4,698
30
$13M 1.2%
72,948
+29,597
31
$12.4M 1.15%
106,427
-7,861
32
$12M 1.11%
163,488
+3,252
33
$11.9M 1.11%
92,683
-3,635
34
$11.9M 1.1%
1,849,225
-24,499
35
$11.7M 1.08%
45,020
-2,402
36
$10.7M 0.99%
30,377
+12,636
37
$10.5M 0.97%
78,319
+5,571
38
$9.81M 0.91%
100,335
+3,691
39
$9.28M 0.86%
109,738
-5,653
40
$9.08M 0.84%
415,436
-44,939
41
$9.03M 0.84%
77,148
+612
42
$8.99M 0.83%
166,944
-4,851
43
$8.8M 0.82%
122,020
-5,823
44
$7.75M 0.72%
77,503
+1,678
45
$7.26M 0.67%
39,821
-10,118
46
$6.64M 0.61%
+28,015
47
$5.72M 0.53%
9,530
+1
48
$3.4M 0.31%
+123,255
49
$3.16M 0.29%
9,244
+273
50
$2.94M 0.27%
44,557
-10
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