ZDA

Zweig-DiMenna Associates Portfolio holdings

AUM $1.41B
1-Year Est. Return 78.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+78.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$899M
AUM Growth
-$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$15M
3
+$12.8M
4
ELV icon
Elevance Health
ELV
+$12.1M
5
HD icon
Home Depot
HD
+$11.7M

Top Sells

1
+$25.6M
2
+$25.3M
3
+$18.6M
4
KBH icon
KB Home
KBH
+$17.3M
5
AGO icon
Assured Guaranty
AGO
+$14.3M

Sector Composition

1 Technology 24.89%
2 Communication Services 18.66%
3 Consumer Discretionary 15.58%
4 Financials 13.89%
5 Industrials 13.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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