ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+12.5%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$6.97B
AUM Growth
+$6.97B
(+57%)
Cap. Flow
+$2.07B
Cap. Flow
% of AUM
29.74%
Top 10 Holdings %
Top 10 Hldgs %
44.49%
Holding
132
New
53
Increased
31
Reduced
14
Closed
24
Top Buys
| 1 |
PG&E
PCG
|
$566M |
| 2 |
Edison International
EIX
|
$415M |
| 3 |
UDR
UDR
|
$99.1M |
| 4 |
T-Mobile US
TMUS
|
$93.7M |
| 5 |
Eversource Energy
ES
|
$80.5M |
Top Sells
| 1 |
Healthpeak Properties
DOC
|
$93M |
| 2 |
American Tower
AMT
|
$63.2M |
| 3 |
Realty Income
O
|
$62.3M |
| 4 |
FirstEnergy
FE
|
$51.6M |
| 5 |
Exelon
EXC
|
$48.7M |
Sector Composition
| 1 | Utilities | 44.73% |
| 2 | Real Estate | 29.37% |
| 3 | Energy | 9.14% |
| 4 | Communication Services | 7% |
| 5 | Consumer Discretionary | 3.16% |
