ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.12B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.01M
3
+$6.84M
4
SHYF
The Shyft Group
SHYF
+$5.13M
5
SITE icon
SiteOne Landscape Supply
SITE
+$4.95M

Top Sells

1
+$24.2M
2
+$19.2M
3
+$6.75M
4
MCK icon
McKesson
MCK
+$6.2M
5
PLTR icon
Palantir
PLTR
+$4.33M

Sector Composition

1 Industrials 21.63%
2 Consumer Discretionary 16.84%
3 Healthcare 13.88%
4 Financials 13.59%
5 Technology 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.12%
10,010
77
$1.11M 0.11%
1,573
+402
78
$956K 0.09%
85,000
+8,000
79
$922K 0.09%
29,000
+5,000
80
$916K 0.09%
1,483
+34
81
$877K 0.09%
6,005
+215
82
$861K 0.08%
12,250
83
$824K 0.08%
44,000
84
$807K 0.08%
18,709
+2,543
85
$799K 0.08%
9,968
86
$772K 0.07%
16,426
+1,219
87
$764K 0.07%
9,616
+815
88
$751K 0.07%
9,713
+707
89
$722K 0.07%
927
+27
90
$721K 0.07%
1,162
+33
91
$714K 0.07%
2,000
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92
$713K 0.07%
15,060
93
$652K 0.06%
+4,000
94
$649K 0.06%
1,600
95
$647K 0.06%
6,935
+800
96
$642K 0.06%
2,301
+476
97
$622K 0.06%
4,730
-47
98
$610K 0.06%
36,406
99
$608K 0.06%
8,759
100
$601K 0.06%
8,900
+4,000
2 3
4
5 6