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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
$1.03B
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
151
$124K 0.01%
88,000
-15,000
152
$78.4K 0.01%
+15,321
153
$74.2K 0.01%
20,000
154
$2.97K ﹤0.01%
40,000
-611,800
155
– –
-4,567
156
– –
-5,800
157
– –
-6,000
158
– –
-114,111
159
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-9,638
160
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-16,000
161
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-9,852
162
– –
-3,920
163
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-110,000
164
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-10,000
165
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-10,250
166
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-7,370
167
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-45,000
168
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-15,000
169
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-993,918
170
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-55,000
171
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174
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175
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-464,073
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