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
$447M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$14.1M
3 +$12.3M
4
MSI icon
Motorola Solutions
MSI
+$10.8M
5
BCO icon
Brink's
BCO
+$10.8M

Top Sells

1 +$18.2M
2 +$16.3M
3 +$11M
4
AXP icon
American Express
AXP
+$9.1M
5
PRGX
PRGX Global, Inc.
PRGX
+$7.97M

Sector Composition

1 Financials 25.83%
2 Communication Services 17.31%
3 Technology 16.36%
4 Industrials 15.06%
5 Energy 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-244,915
52
-529,428