ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$40.1M
3
+$33M
4
ES icon
Eversource Energy
ES
+$29.9M
5
AEE icon
Ameren
AEE
+$26.1M

Top Sells

1
+$22.9M
2
+$20.8M
3
+$17M
4
NEE icon
NextEra Energy
NEE
+$16.3M
5
ED icon
Consolidated Edison
ED
+$14.6M

Sector Composition

1 Utilities 69.52%
2 Energy 24.61%
3 Technology 1.74%
4 Industrials 0.79%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-135,000
52
– –
-12,500
53
– –
-50,000
54
– –
0
55
– –
-362,100
56
– –
-25,000
57
– –
-5,800
1 2
3