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
$426M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$41.5M
2 +$13M
3 +$9.07M
4
VRTS icon
Virtus Investment Partners
VRTS
+$8.11M
5
GE icon
GE Aerospace
GE
+$7.72M

Top Sells

1 +$11.1M
2 +$5.9M
3 +$4.41M
4
MSI icon
Motorola Solutions
MSI
+$4.32M
5
AGCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,946
52
-7,775