ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.12B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.01M
3
+$6.84M
4
SHYF
The Shyft Group
SHYF
+$5.13M
5
SITE icon
SiteOne Landscape Supply
SITE
+$4.95M

Top Sells

1
+$24.2M
2
+$19.2M
3
+$6.75M
4
MCK icon
McKesson
MCK
+$6.2M
5
PLTR icon
Palantir
PLTR
+$4.33M

Sector Composition

1 Industrials 21.63%
2 Consumer Discretionary 16.84%
3 Healthcare 13.88%
4 Financials 13.59%
5 Technology 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.26%
44,567
-111
52
$2.55M 0.25%
19,288
+2,668
53
$2.24M 0.22%
14,667
-494
54
$2.11M 0.2%
47,960
+3,360
55
$2.09M 0.2%
51,098
+6,522
56
$2.08M 0.2%
5,681
+520
57
$2.06M 0.2%
47,505
+3,141
58
$2M 0.19%
6,293
-6,455
59
$1.96M 0.19%
8,415
60
$1.95M 0.19%
42,202
61
$1.94M 0.19%
6,595
-4,176
62
$1.87M 0.18%
85,017
-15,233
63
$1.8M 0.17%
3,204
+368
64
$1.73M 0.17%
7,919
65
$1.72M 0.17%
9,674
+914
66
$1.65M 0.16%
10,520
67
$1.58M 0.15%
38,077
+3,084
68
$1.44M 0.14%
20,008
69
$1.38M 0.13%
4,277
-140
70
$1.35M 0.13%
9,535
+2,008
71
$1.3M 0.13%
90,000
-13,000
72
$1.28M 0.12%
8,123
+312
73
$1.25M 0.12%
51,580
-5,366
74
$1.25M 0.12%
3,994
+1,399
75
$1.24M 0.12%
9,288
-126
1 2
3
4 5