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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
101
$641K 0.06%
13,147
102
$639K 0.06%
26,000
103
$603K 0.06%
80,000
+4,000
104
$600K 0.06%
2,150
+433
105
$599K 0.06%
8,759
106
$590K 0.05%
6,000
107
$559K 0.05%
3,600
108
$548K 0.05%
16,000
109
$548K 0.05%
6,520
+2,000
110
$547K 0.05%
4,000
111
$524K 0.05%
1,001
+1
112
$505K 0.05%
2,956
-3
113
$466K 0.04%
35,000
+5,000
114
$464K 0.04%
8,700
-200
115
$451K 0.04%
+25,774
116
$450K 0.04%
3,994
-82
117
$428K 0.04%
935
118
$420K 0.04%
5,000
119
$338K 0.03%
12,400
120
$330K 0.03%
5,952
121
$310K 0.03%
41,074
122
$309K 0.03%
4,735
123
$306K 0.03%
1,265
+14
124
$300K 0.03%
2,485
125
$298K 0.03%
4,498
-45
3 4
5
6 7