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
$609M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$8.25M
2 +$6.78M
3 +$6.63M
4
AAP icon
Advance Auto Parts
AAP
+$6.53M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.5M

Top Sells

1 +$13.8M
2 +$5.63M
3 +$4.63M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.99M
5
BCO icon
Brink's
BCO
+$3.85M

Sector Composition

1 Industrials 23.76%
2 Consumer Discretionary 19.69%
3 Healthcare 15.52%
4 Financials 11.65%
5 Technology 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.03%
+1,851
102
$204K 0.03%
+4,848
103
$167K 0.03%
15,000
104
$141K 0.02%
10,200
105
$114K 0.02%
13,163
106
$53K 0.01%
+507
107
0
108
-613