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
$422M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$5.81M
3 +$5.51M
4
THS icon
Treehouse Foods
THS
+$4.08M
5
PGR icon
Progressive
PGR
+$4.05M

Top Sells

1 +$7.62M
2 +$6.34M
3 +$5.38M
4
DKS icon
Dick's Sporting Goods
DKS
+$3.98M
5
AGCO icon
AGCO
AGCO
+$2.45M

Sector Composition

1 Industrials 18.88%
2 Consumer Discretionary 18.55%
3 Healthcare 13.98%
4 Financials 11.91%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,348
77
-56,487
78
-3,070
79
-17,948
80
-68,076