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
$882M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$8.07M
2 +$5.58M
3 +$4.12M
4
SBUX icon
Starbucks
SBUX
+$4.11M
5
PTLO icon
Portillo's
PTLO
+$3.79M

Top Sells

1 +$16.4M
2 +$16.1M
3 +$16M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.89M
5
BCO icon
Brink's
BCO
+$4.82M

Sector Composition

1 Industrials 21.93%
2 Consumer Discretionary 18.26%
3 Financials 13.92%
4 Healthcare 13.57%
5 Technology 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,740
152
-18,900
153
-15,045