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
$988M
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$98.5M
2
+$79.9M
3
+$58.8M
4
SR icon
Spire
SR
+$53.7M
5
PE
PARSLEY ENERGY INC
PE
+$51.3M

Top Sells

1
+$43.5M
2
+$36.5M
3
+$31.3M
4
FANG icon
Diamondback Energy
FANG
+$24.8M
5
D icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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55
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56
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59
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0
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62
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65
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-362,500
66
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67
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3