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
$1.33B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$220M
2 +$33.5M
3 +$27.9M
4
FE icon
FirstEnergy
FE
+$23.8M
5
EIX icon
Edison International
EIX
+$22.6M

Top Sells

1 +$54.7M
2 +$54.3M
3 +$43.3M
4
PPL icon
PPL Corp
PPL
+$31.9M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$31.3M

Sector Composition

1 Energy 57.38%
2 Utilities 17.43%
3 Real Estate 1.98%
4 Technology 1.88%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,176,600
77
-420,442
78
-1,104,440
79
-112,485
80
-10,000
81
-40,600