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
$973M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.99M
3
+$4.45M
4
DIS icon
Walt Disney
DIS
+$4.05M
5
DVN icon
Devon Energy
DVN
+$978K

Top Sells

1
+$1.57M
2
+$889K
3
+$594K
4
PLTR icon
Palantir
PLTR
+$591K
5
MMM icon
3M
MMM
+$560K

Sector Composition

1 Industrials 22.05%
2 Consumer Discretionary 19.4%
3 Financials 14.08%
4 Healthcare 13.09%
5 Technology 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.27%
51,339
+8,199
52
$2.6M 0.27%
11,772
+12
53
$2.6M 0.27%
16,036
+58
54
$2.35M 0.24%
13,825
+475
55
$2.19M 0.23%
20,002
+2
56
$2.14M 0.22%
22,203
-597
57
$2.02M 0.21%
7,356
-184
58
$2.02M 0.21%
44,883
+514
59
$1.94M 0.2%
4,790
+72
60
$1.72M 0.18%
8,415
61
$1.71M 0.18%
59,086
-6,978
62
$1.69M 0.17%
10,520
63
$1.59M 0.16%
19,680
+771
64
$1.46M 0.15%
114,000
+64,000
65
$1.44M 0.15%
32,314
+192
66
$1.35M 0.14%
7,945
+68
67
$1.35M 0.14%
8,094
+30
68
$1.29M 0.13%
2,609
+59
69
$1.25M 0.13%
78,000
+46,000
70
$1.24M 0.13%
2,116
+64
71
$1.19M 0.12%
9,265
-678
72
$1.15M 0.12%
4,427
+10
73
$1.03M 0.11%
16,462
+12
74
$1M 0.1%
1,622
+6
75
$983K 0.1%
1,713
+484
1 2
3
4 5