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

Top Buys

1 +$11.4M
2 +$7.95M
3 +$5.55M
4
ADX icon
Adams Diversified Equity Fund
ADX
+$4.49M
5
SHYF
The Shyft Group
SHYF
+$2.85M

Top Sells

1 +$12.1M
2 +$10.4M
3 +$4.19M
4
GLO
Clough Global Opportunities Fund
GLO
+$601K
5
BDX icon
Becton Dickinson
BDX
+$394K

Sector Composition

1 Industrials 30.83%
2 Financials 11.36%
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