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

Top Buys

1
+$218M
2
+$35.1M
3
+$32.1M
4
KMI icon
Kinder Morgan
KMI
+$31.6M
5
RICE
Rice Energy Inc.
RICE
+$26.2M

Top Sells

1
+$76M
2
+$53.6M
3
+$42.7M
4
PPL icon
PPL Corp
PPL
+$31.6M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$31.3M

Sector Composition

1 Energy 57.38%
2 Utilities 16.54%
3 Real Estate 1.98%
4 Technology 1.88%
5 Industrials 0.89%
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
1 2 3
4