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
$1.17B
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16.4M
3
+$16.2M
4
PANW icon
Palo Alto Networks
PANW
+$13.8M
5
RACE icon
Ferrari
RACE
+$13.8M

Top Sells

1
+$36.5M
2
+$21.8M
3
+$20.5M
4
VOYA icon
Voya Financial
VOYA
+$18.2M
5
CAT icon
Caterpillar
CAT
+$17.5M

Sector Composition

1 Financials 18.8%
2 Technology 17.79%
3 Communication Services 17.05%
4 Consumer Discretionary 14.65%
5 Industrials 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.3M 5.17%
621,940
+24,540
2
$35M 2.9%
232,996
+4,798
3
$33.6M 2.79%
151,056
-2,767
4
$31.6M 2.62%
192,054
+56,600
5
$28.6M 2.37%
76,404
-1,409
6
$28.5M 2.37%
249,531
+54,310
7
$24.6M 2.04%
119,080
+53,200
8
$23.9M 1.98%
565,467
+127,452
9
$23.6M 1.96%
243,805
+137,368
10
$23.4M 1.94%
604,291
+56,836
11
$20.7M 1.72%
287,348
-93,934
12
$20.5M 1.7%
344,080
+61,480
13
$20.5M 1.7%
339,240
+61,080
14
$20M 1.66%
121,340
-40,867
15
$19.1M 1.59%
120,357
+8,850
16
$19M 1.57%
942,493
-72,063
17
$17.8M 1.48%
+222,878
18
$17M 1.41%
116,245
-66,526
19
$16.4M 1.36%
+672,100
20
$16.2M 1.34%
+89,397
21
$16.1M 1.34%
249,895
+33,620
22
$15.9M 1.32%
122,637
+7,853
23
$15.5M 1.29%
112,377
+4,254
24
$14.2M 1.18%
252,272
+6,000
25
$13.8M 1.15%
+368,880
1
2 3 4 5