ZIG
Zuckerman Investment Group Portfolio holdings
AUM
$1.03B
1-Year Return
28.22%
This Quarter Return
+6.5%
1 Year Return
+28.22%
3 Year Return
+125.88%
5 Year Return
+219.98%
10 Year Return
+379.42%
AUM
$634M
AUM Growth
+$24.9M
(+4.1%)
Cap. Flow
-$20.4M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
36.37%
Holding
120
New
10
Increased
38
Reduced
37
Closed
5
Top Buys
| 1 |
Openlane
KAR
|
$13.5M |
| 2 |
Alibaba
BABA
|
$7.22M |
| 3 |
McKesson
MCK
|
$6.89M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.9M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$962K |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$6.02M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$5.61M |
| 3 |
Ralph Lauren
RL
|
$4.92M |
| 4 |
Brink's
BCO
|
$4.69M |
| 5 |
Capital Southwest
CSWC
|
$4.6M |
Sector Composition
| 1 | Consumer Discretionary | 23.69% |
| 2 | Industrials | 21.61% |
| 3 | Healthcare | 14.62% |
| 4 | Financials | 10.91% |
| 5 | Technology | 6.87% |
