ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-15.1%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$1.23B
AUM Growth
+$1.23B
(-23%)
Cap. Flow
-$42.4M
Cap. Flow
% of AUM
-3.45%
Top 10 Holdings %
Top 10 Hldgs %
52.61%
Holding
93
New
14
Increased
34
Reduced
16
Closed
20
Top Buys
| 1 |
NEE.PRQ
NextEra Energy, Inc.
NEE.PRQ
|
$51.5M |
| 2 |
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
|
$29.2M |
| 3 |
HIFR
InfraREIT, Inc.
HIFR
|
$27.1M |
| 4 |
Plains GP Holdings
PAGP
|
$24.5M |
| 5 |
DYN
Dynegy, Inc.
DYN
|
$22.6M |
Top Sells
| 1 |
STR
QUESTAR CORP
STR
|
$59.8M |
| 2 |
NiSource
NI
|
$50.4M |
| 3 |
TERP
TerraForm Power, Inc
TERP
|
$41.6M |
| 4 |
Edison International
EIX
|
$38.2M |
| 5 |
Exelon
EXC
|
$37.7M |
Sector Composition
| 1 | Energy | 44.59% |
| 2 | Utilities | 26.49% |
| 3 | Technology | 3% |
| 4 | Real Estate | 1.94% |
| 5 | Industrials | 0.03% |
