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
$865M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$10.1M
3 +$6.78M
4
HLMN icon
Hillman Solutions
HLMN
+$3.61M
5
OPLN
Openlane
OPLN
+$3.44M

Top Sells

1 +$25.4M
2 +$4.61M
3 +$606K
4
PTLO icon
Portillo's
PTLO
+$574K
5
CSQ icon
Calamos Strategic Total Return Fund
CSQ
+$458K

Sector Composition

1 Industrials 19.82%
2 Consumer Discretionary 19.16%
3 Financials 14.25%
4 Healthcare 14.05%
5 Technology 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-997
152
-4,712