ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+9.29%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$988M
AUM Growth
+$988M
(+55%)
Cap. Flow
+$315M
Cap. Flow
% of AUM
31.9%
Top 10 Holdings %
Top 10 Hldgs %
65.52%
Holding
67
New
14
Increased
10
Reduced
8
Closed
23
Top Buys
| 1 |
Exelon
EXC
|
$98.5M |
| 2 |
SEMG
SEMGROUP CORPORATION
SEMG
|
$79.9M |
| 3 |
Antero Resources
AR
|
$58.8M |
| 4 |
Spire
SR
|
$53.7M |
| 5 |
PE
PARSLEY ENERGY INC
PE
|
$51.3M |
Top Sells
| 1 |
RSPP
RSP Permian, Inc.
RSPP
|
$43.5M |
| 2 |
PG&E
PCG
|
$36.5M |
| 3 |
Duke Energy
DUK
|
$31.3M |
| 4 |
Diamondback Energy
FANG
|
$24.8M |
| 5 |
Dominion Energy
D
|
$22M |
Sector Composition
| 1 | Utilities | 44.76% |
| 2 | Energy | 40.64% |
| 3 | Real Estate | 1.11% |
| 4 | Technology | 0.8% |
| 5 | Consumer Discretionary | 0% |
