ZBI

Ziff Brothers Investments Portfolio holdings

AUM $267M
1-Year Est. Return 49.36%
This Quarter Est. Return
1 Year Est. Return
+49.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$15.2M
3 +$13.5M
4
IMS
IMS HEALTH HLDGS INC COM STK (DE)
IMS
+$11.7M
5
B
Barrick Mining
B
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 28.86%
2 Energy 24.54%
3 Communication Services 19.99%
4 Technology 15.35%
5 Materials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22M 28.86%
+438,800
2
$15.2M 19.99%
+78,800
3
$13.5M 17.73%
+2,319,000
4
$11.7M 15.35%
+431,543
5
$8.57M 11.26%
+781,815
6
$5.18M 6.81%
+31,675
7
$4K 0.01%
+100