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

Top Buys

1
+$2.8M
2
+$2.79M
3
+$736K
4
CRI icon
Carter's
CRI
+$540K
5
CSWC icon
Capital Southwest
CSWC
+$461K

Top Sells

1
+$6M
2
+$4.59M
3
+$4.53M
4
BAC icon
Bank of America
BAC
+$1.31M
5
PLTR icon
Palantir
PLTR
+$1.13M

Sector Composition

1 Industrials 21.6%
2 Consumer Discretionary 20.69%
3 Healthcare 13.33%
4 Financials 13.32%
5 Technology 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-38,076
127
– –
-89,068
128
– –
-258,433
129
– –
-6,252
130
– –
-220,000
131
– –
-4,848
132
– –
-17,000
2 3 4 5
6