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
$699M
AUM Growth
+$183K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.85M
3
+$4.82M
4
SHYF
The Shyft Group
SHYF
+$3.83M
5
PGR icon
Progressive
PGR
+$3.11M

Top Sells

1
+$29.9M
2
+$800K
3
+$789K
4
CME icon
CME Group
CME
+$586K
5
BCO icon
Brink's
BCO
+$534K

Sector Composition

1 Industrials 23.74%
2 Consumer Discretionary 18.85%
3 Financials 12.96%
4 Healthcare 12.78%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$539K 0.08%
5,930
+400
77
$525K 0.08%
+1,229
78
$508K 0.07%
6,963
+1,270
79
$501K 0.07%
14,195
80
$496K 0.07%
4,543
81
$487K 0.07%
4,711
+821
82
$478K 0.07%
890
-83
83
$477K 0.07%
4,060
+92
84
$477K 0.07%
8,869
-1,422
85
$471K 0.07%
1,096
+45
86
$454K 0.06%
7,348
-252
87
$407K 0.06%
9,968
88
$398K 0.06%
+9,103
89
$393K 0.06%
+5,234
90
$383K 0.05%
35,298
-13,000
91
$382K 0.05%
+9,302
92
$381K 0.05%
2,555
93
$379K 0.05%
1,233
+19
94
$373K 0.05%
+5,153
95
$364K 0.05%
4,656
96
$353K 0.05%
935
-296
97
$323K 0.05%
1,613
-2,926
98
$319K 0.05%
12,400
99
$311K 0.04%
25,071
+716
100
$309K 0.04%
5,301
2 3
4
5 6