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
$374M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$5.15M
2 +$622K
3 +$571K
4
CET
Central Securities Corp
CET
+$560K
5
TY icon
TRI-Continental Corp
TY
+$559K

Top Sells

1 +$7.73M
2 +$3.94M
3 +$3.4M
4
CSW
CSW Industrials
CSW
+$718K
5
CSWC icon
Capital Southwest
CSWC
+$615K

Sector Composition

1 Industrials 26.93%
2 Financials 16.57%
3 Technology 13.62%
4 Communication Services 12.71%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$251K 0.07%
15,635
52
$240K 0.06%
2,125
53
$168K 0.04%
10,200
54
$100K 0.03%
+13,200
55
$11K ﹤0.01%
43,852
56
-21,090