ZDA

Zweig-DiMenna Associates Portfolio holdings

AUM $1.29B
1-Year Est. Return 71.74%
This Quarter Est. Return
1 Year Est. Return
+71.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$16.6M
3
+$15.6M
4
PANW icon
Palo Alto Networks
PANW
+$15M
5
EG icon
Everest Group
EG
+$13.1M

Top Sells

1
+$28.5M
2
+$26.8M
3
+$26M
4
DIS icon
Walt Disney
DIS
+$22.6M
5
IQV icon
IQVIA
IQV
+$22.3M

Sector Composition

1 Technology 30.94%
2 Financials 27.8%
3 Consumer Discretionary 10.83%
4 Industrials 8.23%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.35%
99,669
-9,873
27
$13M 1.3%
59,499
+26,719
28
$12.7M 1.27%
38,988
29
$12.2M 1.22%
1,187,739
+432,953
30
$12.2M 1.22%
313,976
31
$12M 1.2%
379,930
-121,140
32
$11.7M 1.17%
191,285
+176,725
33
$10.9M 1.09%
+51,475
34
$10.9M 1.09%
+55,500
35
$10.9M 1.09%
409,514
+372,894
36
$10.9M 1.08%
+91,397
37
$10.8M 1.08%
220,354
-64,531
38
$10.8M 1.08%
73,637
-7,542
39
$10.7M 1.07%
+104,381
40
$10.6M 1.06%
+227,170
41
$10.1M 1.01%
+344,610
42
$9.69M 0.97%
+211,196
43
$9.51M 0.95%
102,747
-9,998
44
$9.3M 0.93%
+28,895
45
$9.27M 0.93%
317,798
-10,926
46
$9.22M 0.92%
89,808
+48,965
47
$9.12M 0.91%
+90,004
48
$9.05M 0.9%
+214,062
49
$8.76M 0.87%
167,154
-110,226
50
$8.75M 0.87%
194,603
+55,860
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