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
$407M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.98M
3
+$4.99M
4
ADX icon
Adams Diversified Equity Fund
ADX
+$4.35M
5
SHYF
The Shyft Group
SHYF
+$2.4M

Top Sells

1
+$12.1M
2
+$9.43M
3
+$3.98M
4
GLO
Clough Global Opportunities Fund
GLO
+$600K
5
BDX icon
Becton Dickinson
BDX
+$399K

Sector Composition

1 Industrials 30.83%
2 Financials 11.43%
3 Consumer Discretionary 11.04%
4 Communication Services 10.81%
5 Technology 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,229
52
– –
-432,526
1 2
3