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
126
– –
-184,500
127
– –
-39,415
128
– –
-723,505
129
– –
-178,000
2 3 4 5
6