ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+13.8%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$8.36B
AUM Growth
+$8.36B
(+15%)
Cap. Flow
+$184M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
57.57%
Holding
92
New
16
Increased
25
Reduced
24
Closed
26
Top Buys
Top Sells
| 1 |
Evergy
EVRG
|
$211M |
| 2 |
Realty Income
O
|
$158M |
| 3 |
Entergy
ETR
|
$98M |
| 4 |
Invitation Homes
INVH
|
$94.3M |
| 5 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$89.8M |
Sector Composition
| 1 | Utilities | 51.27% |
| 2 | Real Estate | 23.89% |
| 3 | Energy | 13.96% |
| 4 | Communication Services | 6.7% |
| 5 | Materials | 0.86% |
