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
$399M
AUM Growth
-$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$7.61M
3 +$6.77M
4
IBM icon
IBM
IBM
+$6.53M
5
JCI icon
Johnson Controls International
JCI
+$3.98M

Top Sells

1 +$58.8M
2 +$13.1M
3 +$7.48M
4
CSW
CSW Industrials
CSW
+$7.23M
5
RL icon
Ralph Lauren
RL
+$5.76M

Sector Composition

1 Industrials 27.05%
2 Consumer Discretionary 14.77%
3 Communication Services 13.71%
4 Technology 13.57%
5 Financials 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.05%
9,825
52
$172K 0.04%
10,200
53
$16K ﹤0.01%
42,678
-320
54
-48,300