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
$8.36B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$261M
3
+$108M
4
PEG icon
Public Service Enterprise Group
PEG
+$100M
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$96.8M

Top Sells

1
+$211M
2
+$147M
3
+$92.7M
4
INVH icon
Invitation Homes
INVH
+$87.1M
5
UDR icon
UDR
UDR
+$85.4M

Sector Composition

1 Utilities 51.27%
2 Real Estate 23.89%
3 Energy 13.96%
4 Communication Services 6.91%
5 Materials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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