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
101
$302K 0.04%
11,170
+650
102
$297K 0.04%
6,460
103
$284K 0.04%
1,944
-260
104
$281K 0.04%
5,022
-298
105
$273K 0.04%
3,797
106
$260K 0.04%
509
+44
107
$252K 0.04%
1,280
108
$252K 0.04%
1,425
+150
109
$243K 0.03%
+1,715
110
$241K 0.03%
30,000
111
$236K 0.03%
4,735
112
$233K 0.03%
36,250
113
$216K 0.03%
+3,407
114
$212K 0.03%
+1,400
115
$212K 0.03%
2,995
116
$211K 0.03%
+955
117
$205K 0.03%
5,425
118
$202K 0.03%
+2,239
119
$201K 0.03%
850
120
$154K 0.02%
64,500
-38,000
121
$65.8K 0.01%
14,250
122
$47K 0.01%
11,727
123
$44.1K 0.01%
54,988
-200
124
$36.2K 0.01%
+20,000
125
$23.3K ﹤0.01%
+10,740
2 3 4
5
6