ZIG
Zuckerman Investment Group Portfolio holdings
AUM
$1.03B
This Quarter Return
+15.27%
1 Year Return
+28.22%
3 Year Return
+125.88%
5 Year Return
+219.98%
10 Year Return
+379.42%
AUM
$1.03B
AUM Growth
+$1.03B
(+11%)
Cap. Flow
+$1.12M
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
36.94%
Holding
176
New
12
Increased
70
Reduced
36
Closed
21
Top Buys
| 1 |
lululemon athletica
LULU
|
$10.3M |
| 2 |
Avantor
AVTR
|
$6.9M |
| 3 |
Adobe
ADBE
|
$6.86M |
| 4 |
SHYF
The Shyft Group
SHYF
|
$6.57M |
| 5 |
Walt Disney
DIS
|
$5.41M |
Top Sells
| 1 |
Yum China
YUMC
|
$24.2M |
| 2 |
Openlane
KAR
|
$19.2M |
| 3 |
U-Haul Holding Co Series N
UHAL.B
|
$6.75M |
| 4 |
McKesson
MCK
|
$6.44M |
| 5 |
Palantir
PLTR
|
$5.03M |
Sector Composition
| 1 | Industrials | 21.63% |
| 2 | Consumer Discretionary | 16.84% |
| 3 | Healthcare | 13.88% |
| 4 | Financials | 13.59% |
| 5 | Technology | 7.92% |
