ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.15B
AUM Growth
-$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$58.4M
3
+$55.8M
4
STAG icon
STAG Industrial
STAG
+$47.7M
5
FANG icon
Diamondback Energy
FANG
+$47.1M

Top Sells

1
+$114M
2
+$94.7M
3
+$91.5M
4
CXO
CONCHO RESOURCES INC.
CXO
+$90.5M
5
DCUD
Dominion Energy, Inc 2016 Series A Corporate Units
DCUD
+$88M

Sector Composition

1 Energy 37.55%
2 Utilities 11.81%
3 Materials 7.73%
4 Communication Services 7.25%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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