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
$3.92B
AUM Growth
+$766M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$405M
2
+$191M
3
+$190M
4
WMB icon
Williams Companies
WMB
+$139M
5
TRGP icon
Targa Resources
TRGP
+$117M

Top Sells

1
+$218M
2
+$92.8M
3
+$74.1M
4
TSE icon
Trinseo
TSE
+$66.7M
5
XIFR
XPLR Infrastructure LP
XIFR
+$60.3M

Sector Composition

1 Energy 41.07%
2 Utilities 20.22%
3 Real Estate 11.1%
4 Communication Services 6.65%
5 Materials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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+15,000
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$156K ﹤0.01%
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