ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.12B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.01M
3
+$6.84M
4
SHYF
The Shyft Group
SHYF
+$5.13M
5
SITE icon
SiteOne Landscape Supply
SITE
+$4.95M

Top Sells

1
+$24.2M
2
+$19.2M
3
+$6.75M
4
MCK icon
McKesson
MCK
+$6.2M
5
PLTR icon
Palantir
PLTR
+$4.33M

Sector Composition

1 Industrials 21.63%
2 Consumer Discretionary 16.84%
3 Healthcare 13.88%
4 Financials 13.59%
5 Technology 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.03%
4,735
127
$293K 0.03%
41,074
128
$274K 0.03%
+2,485
129
$270K 0.03%
1,251
130
$262K 0.03%
850
131
$258K 0.03%
2,560
+5
132
$249K 0.02%
4,333
-253
133
$244K 0.02%
10,000
-2,000
134
$243K 0.02%
30,000
135
$241K 0.02%
874
-600
136
$233K 0.02%
1,400
137
$229K 0.02%
+3,940
138
$222K 0.02%
+1,123
139
$221K 0.02%
+224
140
$218K 0.02%
54,050
-55,000
141
$216K 0.02%
+3,457
142
$214K 0.02%
2,500
143
$214K 0.02%
1,886
+23
144
$214K 0.02%
6,317
-4,948
145
$212K 0.02%
14,250
146
$203K 0.02%
+2,457
147
$177K 0.02%
35,000
148
$162K 0.02%
67,234
-85,000
149
$158K 0.02%
+15,000
150
$135K 0.01%
50,000
3 4 5
6
7