ZIG
Zuckerman Investment Group Portfolio holdings
AUM
$1.03B
1-Year Return
28.22%
This Quarter Return
+11.71%
1 Year Return
+28.22%
3 Year Return
+125.88%
5 Year Return
+219.98%
10 Year Return
+379.42%
AUM
$774M
AUM Growth
+$75.3M
(+11%)
Cap. Flow
-$32.4M
Cap. Flow
% of AUM
-4.18%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
144
New
11
Increased
47
Reduced
42
Closed
13
Top Buys
| 1 |
Yum China
YUMC
|
$6.88M |
| 2 |
Avantor
AVTR
|
$5.56M |
| 3 |
Portillo's
PTLO
|
$4.65M |
| 4 |
Advance Auto Parts
AAP
|
$4.56M |
| 5 |
Kenvue
KVUE
|
$4.46M |
Top Sells
| 1 |
Openlane
KAR
|
$12.6M |
| 2 |
Brink's
BCO
|
$11.5M |
| 3 |
Vertiv
VRT
|
$8.22M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.42M |
| 5 |
CDW
CDW
|
$1.06M |
Sector Composition
| 1 | Industrials | 22.41% |
| 2 | Consumer Discretionary | 19.47% |
| 3 | Healthcare | 13.21% |
| 4 | Financials | 12.76% |
| 5 | Technology | 7.96% |
