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
$2.02B
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$51.9M
3
+$39.7M
4
MU icon
Micron Technology
MU
+$37.1M
5
ELV icon
Elevance Health
ELV
+$34.4M

Top Sells

1
+$40.9M
2
+$29.3M
3
+$21.4M
4
V icon
Visa
V
+$21.4M
5
INCY icon
Incyte
INCY
+$18.4M

Sector Composition

1 Healthcare 19.82%
2 Technology 13.3%
3 Communication Services 11.38%
4 Consumer Discretionary 11.06%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.4M 0.7%
468,872
-75,031
52
$15.2M 0.7%
5,475,050
53
$15.1M 0.69%
505,992
+287,095
54
$14.8M 0.68%
+322,500
55
$14.6M 0.67%
+162,000
56
$14.2M 0.65%
111,943
+68,610
57
$14.2M 0.65%
+221,348
58
$14M 0.64%
460,580
+127,500
59
$13.9M 0.63%
+359,000
60
$13M 0.59%
+152,900
61
$13M 0.59%
335,773
-171,500
62
$12.9M 0.59%
222,089
+82,325
63
$12.9M 0.59%
87,360
-66,095
64
$12.8M 0.58%
+749,236
65
$12.7M 0.58%
230,000
+37,127
66
$11.6M 0.53%
142,698
-77,250
67
$11.5M 0.53%
67,101
+16,211
68
$11.4M 0.52%
+90,000
69
$10.2M 0.47%
43,210
+13,400
70
$10M 0.46%
146,685
-146,647
71
$9.86M 0.45%
285,000
-263,248
72
$9.25M 0.42%
44,586
-1,200
73
$9.15M 0.42%
82,700
+8,200
74
$9M 0.41%
144,675
+15,000
75
$8.92M 0.41%
+158,100
1 2
3
4 5