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
$699M
AUM Growth
+$183K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.85M
3
+$4.82M
4
SHYF
The Shyft Group
SHYF
+$3.83M
5
PGR icon
Progressive
PGR
+$3.11M

Top Sells

1
+$29.9M
2
+$800K
3
+$789K
4
CME icon
CME Group
CME
+$586K
5
BCO icon
Brink's
BCO
+$534K

Sector Composition

1 Industrials 23.74%
2 Consumer Discretionary 18.85%
3 Financials 12.96%
4 Healthcare 12.78%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.21%
18,803
+563
52
$1.31M 0.19%
8,415
53
$1.24M 0.18%
8,838
-32
54
$1.11M 0.16%
33,364
-4,000
55
$1.08M 0.15%
33,246
+717
56
$1.02M 0.15%
30,026
+933
57
$982K 0.14%
2,481
+123
58
$917K 0.13%
25,782
+3,318
59
$844K 0.12%
14,330
-298
60
$834K 0.12%
7,877
61
$824K 0.12%
14,200
-640
62
$755K 0.11%
27,560
-6,000
63
$720K 0.1%
3,130
+167
64
$698K 0.1%
2,130
65
$658K 0.09%
16,000
66
$657K 0.09%
2,173
+263
67
$646K 0.09%
5,718
68
$637K 0.09%
39,802
+10,132
69
$628K 0.09%
4,765
+75
70
$626K 0.09%
15,785
71
$577K 0.08%
72,695
-24,410
72
$564K 0.08%
1,118
+65
73
$563K 0.08%
36,000
-10,000
74
$562K 0.08%
45,309
+378
75
$543K 0.08%
3,202
+357
1 2
3
4 5