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
$979M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$37.2M
3
+$28.8M
4
AVGO icon
Broadcom
AVGO
+$21.4M
5
NFX
Newfield Exploration
NFX
+$21M

Top Sells

1
+$21.8M
2
+$21.3M
3
+$19.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$19.5M
5
ARMK icon
Aramark
ARMK
+$18.1M

Sector Composition

1 Communication Services 20.39%
2 Financials 14.39%
3 Technology 10.65%
4 Energy 10.6%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52M 5.31%
1,452,240
+1,039,520
2
$51.9M 5.3%
+274,328
3
$39.9M 4.08%
241,242
-57,382
4
$36M 3.68%
315,240
-43,969
5
$30.3M 3.1%
930,764
-127,156
6
$28.8M 2.94%
+635,883
7
$26.2M 2.68%
353,288
+53,336
8
$24M 2.45%
19,190
-4,832
9
$22.3M 2.28%
504,089
+474,289
10
$22M 2.25%
299,642
-265,118
11
$21.8M 2.23%
94,287
-14,715
12
$21.6M 2.21%
903,072
+100,139
13
$21.4M 2.19%
+1,378,290
14
$20.8M 2.12%
235,695
+219,681
15
$19.3M 1.97%
147,864
+117,010
16
$18.9M 1.93%
546,100
-313,480
17
$18.8M 1.92%
534,720
-298,540
18
$18.4M 1.88%
207,865
-81,480
19
$18.2M 1.86%
718,950
-636,731
20
$17.4M 1.78%
+625,730
21
$16.7M 1.71%
367,080
+59,300
22
$16.4M 1.68%
202,570
23
$15.9M 1.62%
405,656
-54,064
24
$15.7M 1.61%
2,682,710
+1,332,010
25
$15.7M 1.61%
+68,814
1
2 3 4 5