Asset Manager
← All Institutions
Zuckerman Investment Group, LLC
Market Value
$0
-100.0%
Holdings
130
-29
New Purchases
0
Added To
0
Closed
130
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $0 | 0% |
| Large Cap | 58 | $0 | 0% |
| Mid Cap | 21 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$414.5B
Median Market Cap
$98.5B
Avg P/E
32.9
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
100
# ETFs / Funds
30
Top Holdings (130 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | RYAM | —% | — | — | — | -$201K | -34,154 | -100.0% | SOLD |
| 2 | RSI | —% | — | — | — | -$277K | -14,250 | -100.0% | SOLD |
| 3 | ATR | —% | — | — | — | -$1M | -10,521 | -100.0% | SOLD |
| 4 | BRK-A | —% | — | — | — | -$16M | -21 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$14M | -123,734 | -100.0% | SOLD |
| 6 | UBER | —% | — | — | — | -$567K | -6,935 | -100.0% | SOLD |
| 7 | ACHR | —% | — | — | — | -$844K | -112,216 | -100.0% | SOLD |
| 8 | BMY | —% | — | — | — | -$830K | -15,390 | -100.0% | SOLD |
| 9 | XOM | —% | — | — | — | -$481K | -3,994 | -100.0% | SOLD |
| 10 | AVTR | —% | — | — | — | -$20M | -1,749,569 | -100.0% | SOLD |
| 11 | ESRT | —% | — | — | — | -$196K | -30,000 | -100.0% | SOLD |
| 12 | NTR | —% | — | — | — | -$243K | -3,940 | -100.0% | SOLD |
| 13 | LB | —% | — | — | — | -$426K | -8,700 | -100.0% | SOLD |
| 14 | SLB | —% | — | — | — | -$230K | -5,982 | -100.0% | SOLD |
| 15 | GS | —% | — | — | — | -$1M | -1,345 | -100.0% | SOLD |
| 16 | HD | —% | — | — | — | -$2M | -5,834 | -100.0% | SOLD |
| 17 | ABBV | —% | — | — | — | -$29M | -128,484 | -100.0% | SOLD |
| 18 | DHR | —% | — | — | — | -$252K | -1,100 | -100.0% | SOLD |
| 19 | CRM | —% | — | — | — | -$18M | -69,543 | -100.0% | SOLD |
| 20 | BCO | —% | — | — | — | -$13M | -107,932 | -100.0% | SOLD |
| 21 | J | —% | — | — | — | -$627K | -4,730 | -100.0% | SOLD |
| 22 | RHLD | —% | — | — | — | -$25M | -122,517 | -100.0% | SOLD |
| 23 | KO | —% | — | — | — | -$291K | -4,163 | -100.0% | SOLD |
| 24 | VZ | —% | — | — | — | -$2M | -43,333 | -100.0% | SOLD |
| 25 | HPQ | —% | — | — | — | -$276K | -12,400 | -100.0% | SOLD |
| 26 | V | —% | — | — | — | -$3M | -9,099 | -100.0% | SOLD |
| 27 | DE | —% | — | — | — | -$494K | -1,060 | -100.0% | SOLD |
| 28 | GPGI | —% | — | — | — | -$31M | -1,595,473 | -100.0% | SOLD |
| 29 | DKS | —% | — | — | — | -$24M | -122,300 | -100.0% | SOLD |
| 30 | KVUE | —% | — | — | — | -$16M | -936,091 | -100.0% | SOLD |
| 31 | PNR | —% | — | — | — | -$25M | -235,787 | -100.0% | SOLD |
| 32 | BX | —% | — | — | — | -$456K | -2,956 | -100.0% | SOLD |
| 33 | JPM | —% | — | — | — | -$20M | -60,993 | -100.0% | SOLD |
| 34 | BAC | —% | — | — | — | -$1M | -18,229 | -100.0% | SOLD |
| 35 | SII | —% | — | — | — | -$265K | -2,707 | -100.0% | SOLD |
| 36 | TYL | —% | — | — | — | -$454K | -1,001 | -100.0% | SOLD |
| 37 | PG | —% | — | — | — | -$7M | -51,382 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$15M | -122,175 | -100.0% | SOLD |
| 39 | AIG | —% | — | — | — | -$214K | -2,500 | -100.0% | SOLD |
| 40 | ETN | —% | — | — | — | -$637K | -2,001 | -100.0% | SOLD |
| 41 | TMO | —% | — | — | — | -$927K | -1,600 | -100.0% | SOLD |
| 42 | VRT | —% | — | — | — | -$105M | -646,548 | -100.0% | SOLD |
| 43 | MMM | —% | — | — | — | -$576K | -3,600 | -100.0% | SOLD |
| 44 | MCK | —% | — | — | — | -$39M | -48,004 | -100.0% | SOLD |
| 45 | MOH | —% | — | — | — | -$209K | -1,205 | -100.0% | SOLD |
| 46 | LLY | —% | — | — | — | -$1M | -942 | -100.0% | SOLD |
| 47 | MPC | —% | — | — | — | -$233K | -1,434 | -100.0% | SOLD |
| 48 | NVO | —% | — | — | — | -$303K | -5,952 | -100.0% | SOLD |
| 49 | MA | —% | — | — | — | -$2M | -3,906 | -100.0% | SOLD |
| 50 | KKR | —% | — | — | — | -$29M | -226,770 | -100.0% | SOLD |
| 51 | CME | —% | — | — | — | -$231K | -847 | -100.0% | SOLD |
| 52 | SITE | —% | — | — | — | -$12M | -98,181 | -100.0% | SOLD |
| 53 | JNJ | —% | — | — | — | -$3M | -13,844 | -100.0% | SOLD |
| 54 | COF | —% | — | — | — | -$237K | -976 | -100.0% | SOLD |
| 55 | DEO | —% | — | — | — | -$220K | -2,555 | -100.0% | SOLD |
| 56 | UNH | —% | — | — | — | -$1M | -4,164 | -100.0% | SOLD |
| 57 | RTX | —% | — | — | — | -$1M | -5,828 | -100.0% | SOLD |
| 58 | ASML | —% | — | — | — | -$432K | -404 | -100.0% | SOLD |
| 59 | PGR | —% | — | — | — | -$19M | -84,965 | -100.0% | SOLD |
| 60 | TSM | —% | — | — | — | -$945K | -3,110 | -100.0% | SOLD |
| 61 | CSCO | —% | — | — | — | -$675K | -8,759 | -100.0% | SOLD |
| 62 | CRWV | —% | — | — | — | -$286K | -4,000 | -100.0% | SOLD |
| 63 | AAXJ | —% | — | — | — | -$229K | -2,457 | -100.0% | SOLD |
| 64 | ARKK | —% | — | — | — | -$942K | -12,250 | -100.0% | SOLD |
| 65 | AMZN | —% | — | — | — | -$22M | -97,179 | -100.0% | SOLD |
| 66 | CDNL | —% | — | — | — | -$242K | -10,000 | -100.0% | SOLD |
| 67 | LULU | —% | — | — | — | -$16M | -74,838 | -100.0% | SOLD |
| 68 | AAPL | —% | — | — | — | -$26M | -96,681 | -100.0% | SOLD |
| 69 | INTC | —% | — | — | — | -$203K | -5,496 | -100.0% | SOLD |
| 70 | HRMY | —% | — | — | — | -$3M | -75,461 | -100.0% | SOLD |
| 71 | ICLR | —% | — | — | — | -$28M | -155,643 | -100.0% | SOLD |
| 72 | META | —% | — | — | — | -$27M | -40,416 | -100.0% | SOLD |
| 73 | HWC | —% | — | — | — | -$276K | -4,333 | -100.0% | SOLD |
| 74 | ADBE | —% | — | — | — | -$11M | -30,196 | -100.0% | SOLD |
| 75 | FTNT | —% | — | — | — | -$397K | -5,000 | -100.0% | SOLD |
| 76 | BCTK | —% | — | — | — | -$771K | -30,683 | -100.0% | SOLD |
| 77 | BKR | —% | — | — | — | -$578K | -12,692 | -100.0% | SOLD |
| 78 | FBTC | —% | — | — | — | -$232K | -3,043 | -100.0% | SOLD |
| 79 | IUSV | —% | — | — | — | -$9M | -83,056 | -100.0% | SOLD |
| 80 | IVV | —% | — | — | — | -$799K | -1,166 | -100.0% | SOLD |
| 81 | IWM | —% | — | — | — | -$306K | -1,243 | -100.0% | SOLD |
| 82 | OIH | —% | — | — | — | -$13M | -46,549 | -100.0% | SOLD |
| 83 | PEP | —% | — | — | — | -$3M | -20,561 | -100.0% | SOLD |
| 84 | XLF | —% | — | — | — | -$9M | -169,663 | -100.0% | SOLD |
| 85 | VEA | —% | — | — | — | -$26M | -415,225 | -100.0% | SOLD |
| 86 | BIV | —% | — | — | — | -$789K | -10,125 | -100.0% | SOLD |
| 87 | CEG | —% | — | — | — | -$2M | -4,277 | -100.0% | SOLD |
| 88 | MRK | —% | — | — | — | -$1M | -12,908 | -100.0% | SOLD |
| 89 | CSWC | —% | — | — | — | -$995K | -44,930 | -100.0% | SOLD |
| 90 | NMRK | —% | — | — | — | -$629K | -36,250 | -100.0% | SOLD |
| 91 | IAU | —% | — | — | — | -$281K | -3,457 | -100.0% | SOLD |
| 92 | IJH | —% | — | — | — | -$313K | -4,735 | -100.0% | SOLD |
| 93 | SBUX | —% | — | — | — | -$482K | -5,724 | -100.0% | SOLD |
| 94 | ULTA | —% | — | — | — | -$64M | -105,856 | -100.0% | SOLD |
| 95 | SPY | —% | — | — | — | -$1M | -1,489 | -100.0% | SOLD |
| 96 | XLRE | —% | — | — | — | -$1M | -35,965 | -100.0% | SOLD |
| 97 | AVGO | —% | — | — | — | -$1M | -3,015 | -100.0% | SOLD |
| 98 | GOOGL | —% | — | — | — | -$50M | -160,052 | -100.0% | SOLD |
| 99 | GOOG | —% | — | — | — | -$2M | -7,874 | -100.0% | SOLD |
| 100 | GLD | —% | — | — | — | -$1M | -3,541 | -100.0% | SOLD |