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
$459M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$7.33M
3
+$6.18M
4
SHYF
The Shyft Group
SHYF
+$2.41M
5
CSWC icon
Capital Southwest
CSWC
+$943K

Top Sells

1
+$10.1M
2
+$1.7M
3
+$572K
4
PARA
Paramount Global Class B
PARA
+$232K
5
AAP icon
Advance Auto Parts
AAP
+$159K

Sector Composition

1 Industrials 22.23%
2 Communication Services 16.81%
3 Consumer Discretionary 13.93%
4 Financials 13.67%
5 Technology 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$324K 0.07%
2,871
+175
52
$301K 0.07%
2,125
53
$300K 0.07%
5,280
+280
54
$286K 0.06%
21,297
55
$282K 0.06%
10,130
56
$217K 0.05%
6,625
57
$208K 0.05%
4,421
-12,158
58
$166K 0.04%
10,200
59
$90K 0.02%
13,163
60
$23K 0.01%
42,528
1 2
3