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ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 29.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$8.68M
3
+$7.07M
4
LULU icon
lululemon athletica
LULU
+$5.93M
5
HSIC icon
Henry Schein
HSIC
+$4.99M

Top Sells

1
+$24.3M
2
+$10.3M
3
+$9.27M
4
VRT icon
Vertiv
VRT
+$5.7M
5
MRK icon
Merck
MRK
+$4.89M

Sector Composition

1 Industrials 22.03%
2 Consumer Discretionary 15.14%
3 Healthcare 14.05%
4 Financials 12.72%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.26%
19,855
+567
52
$2.58M 0.24%
13,909
-758
53
$2.36M 0.22%
9,674
54
$2.34M 0.22%
5,786
+105
55
$2.33M 0.22%
8,271
+352
56
$2.15M 0.2%
48,044
+84
57
$2.06M 0.19%
8,415
58
$2.06M 0.19%
46,802
-703
59
$2.04M 0.19%
3,586
+382
60
$1.99M 0.18%
23,770
-59,370
61
$1.98M 0.18%
45,438
-5,660
62
$1.92M 0.18%
42,550
+348
63
$1.89M 0.18%
4,250
-2,043
64
$1.86M 0.17%
6,595
65
$1.63M 0.15%
8,731
+608
66
$1.6M 0.15%
37,975
-102
67
$1.58M 0.15%
9,735
+200
68
$1.56M 0.14%
30,229
+15,169
69
$1.53M 0.14%
4,431
+437
70
$1.42M 0.13%
10,010
71
$1.41M 0.13%
4,277
72
$1.41M 0.13%
10,521
+1
73
$1.39M 0.13%
68,017
-17,000
74
$1.31M 0.12%
51,522
-58
75
$1.3M 0.12%
9,256
-32
1 2
3
4 5