ZP

Zimmer Partners Portfolio holdings

AUM $3.8B
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$988M
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$68.8M
3
+$56.9M
4
SR icon
Spire
SR
+$51.7M
5
PE
PARSLEY ENERGY INC
PE
+$50.8M

Top Sells

1
+$43.5M
2
+$34.4M
3
+$31.3M
4
FANG icon
Diamondback Energy
FANG
+$24.8M
5
D icon
Dominion Energy
D
+$21.6M

Sector Composition

1 Utilities 44.76%
2 Energy 40.64%
3 Real Estate 1.11%
4 Technology 0.8%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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56
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57
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58
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59
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0
60
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61
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62
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63
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0
64
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0
65
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-362,500
66
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-550,000
67
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-875,000
1 2
3