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
$3.15B
AUM Growth
-$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$58.4M
3
+$55.7M
4
ZTO icon
ZTO Express
ZTO
+$52.4M
5
FANG icon
Diamondback Energy
FANG
+$46.5M

Top Sells

1
+$113M
2
+$91.5M
3
+$90.5M
4
TSE icon
Trinseo
TSE
+$89.6M
5
DCUD
Dominion Energy, Inc 2016 Series A Corporate Units
DCUD
+$86.5M

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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-208,547
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