ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
1-Year Return
22.84%
This Quarter Return
-6.17%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$1.11B
AUM Growth
+$131M
(+13%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
16.34%
Top 10 Holdings %
Top 10 Hldgs %
65.74%
Holding
69
New
20
Increased
12
Reduced
9
Closed
15
Top Buys
| 1 |
CQH
Cheniere Energy Partners LP Holdings LLC
CQH
|
$132M |
| 2 |
Plains GP Holdings
PAGP
|
$83.4M |
| 3 |
Duke Energy
DUK
|
$64M |
| 4 |
SEMG
SEMGROUP CORPORATION
SEMG
|
$44.8M |
| 5 |
TERP
TerraForm Power, Inc
TERP
|
$39.6M |
Top Sells
| 1 |
PG&E
PCG
|
$62.1M |
| 2 |
DCUC
Dominion Energy, Inc.
DCUC
|
$54.9M |
| 3 |
Ameren
AEE
|
$35.8M |
| 4 |
Diamondback Energy
FANG
|
$31.2M |
| 5 |
OGE Energy
OGE
|
$29.7M |
Sector Composition
| 1 | Energy | 40.92% |
| 2 | Utilities | 34.91% |
| 3 | Technology | 2.03% |
| 4 | Industrials | 0.24% |
| 5 | Materials | 0.2% |
