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

Top Buys

1
+$18.1M
2
+$9.79M
3
+$9.29M
4
GE icon
GE Aerospace
GE
+$7.83M
5
PARA
Paramount Global Class B
PARA
+$4.82M

Top Sells

1
+$12.2M
2
+$6.42M
3
+$4.54M
4
PRGX
PRGX Global, Inc.
PRGX
+$4.41M
5
MSI icon
Motorola Solutions
MSI
+$3.98M

Sector Composition

1 Industrials 16.56%
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
– –
-2,968
1 2
3