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
$774M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$5.56M
3
+$4.65M
4
AAP icon
Advance Auto Parts
AAP
+$4.56M
5
KVUE icon
Kenvue
KVUE
+$4.46M

Top Sells

1
+$12.6M
2
+$11.5M
3
+$8.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.42M
5
CDW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.8K ﹤0.01%
15,045
+4,545
127
$11.3K ﹤0.01%
259
128
$7.13K ﹤0.01%
1,922
129
– –
-3,407
130
– –
-1,613
131
– –
-2,555
132
– –
-5,425
133
– –
-25,071
134
– –
-45,309
135
– –
-2,995
136
– –
-1,280
137
– –
-699
138
– –
-54,988
139
– –
-1,715
140
– –
-9,968
141
– –
-2,239
2 3 4 5
6