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
$451M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.9M
2 +$3.88M
3 +$3.06M
4
BCO icon
Brink's
BCO
+$2.32M
5
THS icon
Treehouse Foods
THS
+$643K

Top Sells

1 +$5.54M
2 +$5.01M
3 +$3.6M
4
PARA
Paramount Global Class B
PARA
+$2.63M
5
SHYF
The Shyft Group
SHYF
+$2.09M

Sector Composition

1 Consumer Discretionary 20.26%
2 Industrials 18.59%
3 Healthcare 13.9%
4 Financials 12.46%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$85K 0.02%
13,163
77
$79K 0.02%
10,200
78
-1,940
79
-4,579