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
126
$17.9K ﹤0.01%
699
127
$16.6K ﹤0.01%
18,900
128
$10.6K ﹤0.01%
+1,922
129
$10.5K ﹤0.01%
+10,500
130
$7.85K ﹤0.01%
259
131
– –
-20,000
132
– –
-15,000
133
– –
-5,000
134
– –
-25,000
135
– –
-240,060
2 3 4 5
6