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
$973M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$7.99M
3 +$4.45M
4
DIS icon
Walt Disney
DIS
+$4.05M
5
DVN icon
Devon Energy
DVN
+$978K

Top Sells

1 +$1.57M
2 +$889K
3 +$594K
4
PLTR icon
Palantir
PLTR
+$591K
5
MMM icon
3M
MMM
+$560K

Sector Composition

1 Industrials 22.05%
2 Consumer Discretionary 19.4%
3 Financials 14.08%
4 Healthcare 13.09%
5 Technology 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-26,179
152
-1,159
153
-57,000
154
-11,727
155
-840