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
$658M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$3.03M
2 +$2.59M
3 +$734K
4
CRI icon
Carter's
CRI
+$507K
5
CSWC icon
Capital Southwest
CSWC
+$445K

Top Sells

1 +$5.16M
2 +$4.8M
3 +$3.72M
4
PLTR icon
Palantir
PLTR
+$1.23M
5
BAC icon
Bank of America
BAC
+$1.14M

Sector Composition

1 Industrials 21.6%
2 Consumer Discretionary 20.69%
3 Healthcare 13.33%
4 Financials 13.3%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-49,155
127
-1,834
128
-136,417
129
-56,406
130
-38,076
131
-89,068
132
-258,433