ZP

Zimmer Partners Portfolio holdings

AUM $3.8B
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$48.2M
3
+$33.5M
4
PAGP icon
Plains GP Holdings
PAGP
+$29.4M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$28.2M

Top Sells

1
+$59.8M
2
+$46.4M
3
+$41.6M
4
EXC icon
Exelon
EXC
+$40M
5
EIX icon
Edison International
EIX
+$36M

Sector Composition

1 Energy 44.59%
2 Utilities 26.49%
3 Technology 3%
4 Real Estate 1.94%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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