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
51
$8.28M 0.83%
234,989
-286,174
52
$7.85M 0.78%
54,516
-39,186
53
$7.59M 0.76%
141,048
-223,346
54
$7.35M 0.73%
214,383
55
$7.34M 0.73%
22,680
-12,518
56
$6.98M 0.7%
+95,040
57
$6.89M 0.69%
29,988
+19,988
58
$6.51M 0.65%
+218,928
59
$6.32M 0.63%
+168,090
60
$6.06M 0.6%
+49,973
61
$4.98M 0.5%
143,667
-3,912
62
$4.91M 0.49%
17,381
-20,483
63
$4.45M 0.44%
3,892
-108
64
$3.87M 0.39%
+257,848
65
$3.39M 0.34%
42,432
-23,091
66
$3.38M 0.34%
+109,950
67
$2.97M 0.3%
69,083
-268,667
68
$2.87M 0.29%
+121,627
69
$2.7M 0.27%
+12,649
70
$2.42M 0.24%
142,170
-177,080
71
$1.79M 0.18%
+291,904
72
$1.6M 0.16%
1,527,738
-5,000
73
$1.56M 0.16%
+19,460
74
$1.5M 0.15%
80,402
-167,231
75
$1.29M 0.13%
38,800
-11,200
1 2
3
4 5