ZIG
Zuckerman Investment Group Portfolio holdings
AUM
$1.03B
This Quarter Return
-9.21%
1 Year Return
+28.22%
3 Year Return
+125.88%
5 Year Return
+219.98%
10 Year Return
+379.42%
AUM
$426M
AUM Growth
-$21.4M
(-4.8%)
Cap. Flow
+$62.5M
Cap. Flow
% of AUM
14.69%
Top 10 Holdings %
Top 10 Hldgs %
55.14%
Holding
53
New
9
Increased
4
Reduced
19
Closed
8
Top Buys
| 1 |
CSW
CSW Industrials, Inc.
CSW
|
$41.5M |
| 2 |
Enviri
NVRI
|
$13M |
| 3 |
Becton Dickinson
BDX
|
$9.07M |
| 4 |
Virtus Investment Partners
VRTS
|
$8.11M |
| 5 |
GE Aerospace
GE
|
$7.72M |
Top Sells
| 1 |
ACAS
American Capital Ltd
ACAS
|
$11.1M |
| 2 |
Potbelly
PBPB
|
$5.9M |
| 3 |
PRGX
PRGX Global, Inc.
PRGX
|
$4.41M |
| 4 |
Motorola Solutions
MSI
|
$4.32M |
| 5 |
AGCO
AGCO
|
$4.13M |
Sector Composition
| 1 | Industrials | 26.31% |
| 2 | Technology | 16.41% |
| 3 | Financials | 15.89% |
| 4 | Communication Services | 14.56% |
| 5 | Energy | 5.88% |