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
$5.54B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$961M
2
+$544M
3
+$497M
4
LHO
LaSalle Hotel Properties
LHO
+$78.8M
5
EPD icon
Enterprise Products Partners
EPD
+$72.5M

Top Sells

1
+$174M
2
+$109M
3
+$109M
4
IRM icon
Iron Mountain
IRM
+$95.4M
5
INVH icon
Invitation Homes
INVH
+$95.3M

Sector Composition

1 Utilities 49.19%
2 Real Estate 15.31%
3 Energy 11.74%
4 Communication Services 5.31%
5 Materials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K ﹤0.01%
+19,867
77
$154K ﹤0.01%
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5