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ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 29.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$8.68M
3
+$7.07M
4
LULU icon
lululemon athletica
LULU
+$5.93M
5
HSIC icon
Henry Schein
HSIC
+$4.99M

Top Sells

1
+$24.3M
2
+$10.3M
3
+$9.27M
4
VRT icon
Vertiv
VRT
+$5.7M
5
MRK icon
Merck
MRK
+$4.89M

Sector Composition

1 Industrials 22.03%
2 Consumer Discretionary 15.14%
3 Healthcare 14.05%
4 Financials 12.72%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.12%
95,000
+5,000
77
$1.25M 0.12%
1,570
-3
78
$1.06M 0.1%
12,250
79
$1.02M 0.09%
29,000
80
$988K 0.09%
1,483
81
$981K 0.09%
20,008
82
$975K 0.09%
5,828
-177
83
$944K 0.09%
92,800
+7,800
84
$841K 0.08%
12,931
+3,374
85
$836K 0.08%
9,968
86
$830K 0.08%
19,157
+448
87
$797K 0.07%
16,855
+429
88
$790K 0.07%
1,180
+18
89
$789K 0.07%
9,872
+256
90
$778K 0.07%
9,969
+256
91
$776K 0.07%
1,600
92
$749K 0.07%
2,001
+1
93
$740K 0.07%
46,000
+2,000
94
$735K 0.07%
36,406
95
$732K 0.07%
2,220
+336
96
$719K 0.07%
942
+15
97
$709K 0.07%
4,730
98
$679K 0.06%
6,935
99
$676K 0.06%
36,250
100
$670K 0.06%
10,913
-156,894
2 3
4
5 6