ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-2.68%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$1.59B
AUM Growth
+$1.59B
(+9.8%)
Cap. Flow
+$216M
Cap. Flow
% of AUM
13.54%
Top 10 Holdings %
Top 10 Hldgs %
47.8%
Holding
91
New
31
Increased
16
Reduced
21
Closed
9
Top Buys
| 1 |
NiSource
NI
|
$68.4M |
| 2 |
TERP
TerraForm Power, Inc
TERP
|
$41.6M |
| 3 |
Cheniere Energy
LNG
|
$35M |
| 4 |
TGE
Tallgrass Energy, LP Class A Shares
TGE
|
$32.8M |
| 5 |
NextEra Energy, Inc.
NEE
|
$29.4M |
Top Sells
| 1 |
ENLC
ENLINK MIDSTREAM, LLC
ENLC
|
$40.9M |
| 2 |
PG&E
PCG
|
$31.6M |
| 3 |
Spire
SR
|
$30.6M |
| 4 |
DYN
Dynegy, Inc.
DYN
|
$27.2M |
| 5 |
Duke Energy
DUK
|
$27.1M |
Sector Composition
| 1 | Energy | 43.87% |
| 2 | Utilities | 37.39% |
| 3 | Technology | 2.74% |
| 4 | Real Estate | 1.64% |
| 5 | Materials | 0.27% |
