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ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.07B
1-Year Est. Return 29.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$8.68M
3
+$7.07M
4
LULU icon
lululemon athletica
LULU
+$5.93M
5
HSIC icon
Henry Schein
HSIC
+$4.99M

Top Sells

1
+$24.3M
2
+$10.3M
3
+$9.27M
4
VRT icon
Vertiv
VRT
+$5.7M
5
MRK icon
Merck
MRK
+$4.89M

Sector Composition

1 Industrials 22.03%
2 Consumer Discretionary 15.14%
3 Healthcare 14.05%
4 Financials 12.72%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.03%
15,418
-4,229
127
$292K 0.03%
14,250
128
$278K 0.03%
10,000
129
$271K 0.03%
4,333
130
$270K 0.03%
1,400
131
$265K 0.02%
15,300
-5,000
132
$263K 0.02%
+20,000
133
$262K 0.02%
1,466
-420
134
$253K 0.02%
850
135
$252K 0.02%
3,457
136
$244K 0.02%
2,555
-5
137
$242K 0.02%
+50,035
138
$241K 0.02%
25,000
+10,000
139
$231K 0.02%
3,940
140
$231K 0.02%
1,205
141
$230K 0.02%
30,000
142
$229K 0.02%
847
-27
143
$225K 0.02%
+2,707
144
$224K 0.02%
2,457
145
$224K 0.02%
+629
146
$218K 0.02%
1,100
-23
147
$203K 0.02%
220
-4
148
$202K 0.02%
5,872
-445
149
$175K 0.02%
15,321
150
$174K 0.02%
20,000
3 4 5
6
7