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
$343M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$6.23M
2 +$5.7M
3 +$5.08M
4
SBUX icon
Starbucks
SBUX
+$4.33M
5
CRI icon
Carter's
CRI
+$4.29M

Sector Composition

1 Industrials 20.75%
2 Consumer Discretionary 19.98%
3 Healthcare 14.69%
4 Financials 11.2%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-249,937
77
-306,100
78
-41,483