ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$41.6M
3
+$35M
4
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$32.8M
5
NEE icon
NextEra Energy
NEE
+$29.4M

Top Sells

1
+$40.9M
2
+$31.6M
3
+$30.6M
4
DYN
Dynegy, Inc.
DYN
+$27.2M
5
DUK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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91
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4