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
$282M
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$23.7M
3
+$18.1M
4
META icon
Meta Platforms (Facebook)
META
+$15.7M
5
TSLA icon
Tesla
TSLA
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 32.38%
2 Consumer Discretionary 22.98%
3 Technology 15.73%
4 Healthcare 11.49%
5 Energy 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 17.27%
540,957
+174,957
2
$44.3M 15.73%
1,522,143
+418,500
3
$42.6M 15.11%
241,986
+80,186
4
$30.9M 10.98%
254,175
+195,000
5
$25.1M 8.91%
+146,690
6
$20.1M 7.15%
424,709
+316,509
7
$18.1M 6.44%
+671,405
8
$15.4M 5.48%
+931,500
9
$9.27M 3.29%
1,457,215
+675,400
10
$8.88M 3.15%
+916,900
11
$5.27M 1.87%
+50,000
12
$4.56M 1.62%
+175,000
13
$4.28M 1.52%
+72,500
14
$2.19M 0.78%
+69,258
15
$2.01M 0.71%
+25,000