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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
151
$171K 0.02%
35,000
152
$164K 0.02%
34,164
-33,070
153
$153K 0.01%
50,000
154
$147K 0.01%
+8,500
155
$132K 0.01%
+18,000
156
$104K 0.01%
11,355
-1,141,599
157
$2.57K ﹤0.01%
36,870
-3,130
158
– –
-2,500
159
– –
-2,301
160
– –
-8,000
161
– –
-88,000
162
– –
-8,000
163
– –
-1,935,036
164
– –
-54,050
3 4 5 6
7