ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$62.9M
2 +$26.8M
3 +$26.4M
4
LNG icon
Cheniere Energy
LNG
+$23.2M
5
LYB icon
LyondellBasell Industries
LYB
+$22.9M

Top Sells

1 +$43.7M
2 +$30.6M
3 +$19.9M
4
CPN
Calpine Corporation
CPN
+$15.9M
5
XPRO icon
Expro
XPRO
+$13M

Sector Composition

1 Utilities 54.25%
2 Energy 33.2%
3 Materials 3.9%
4 Real Estate 3.48%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-750,000
52
-132,210
53
-13,552