ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+5.42%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$9.19B
AUM Growth
+$9.19B
(-2.7%)
Cap. Flow
-$610M
Cap. Flow
% of AUM
-6.63%
Top 10 Holdings %
Top 10 Hldgs %
49.73%
Holding
135
New
35
Increased
25
Reduced
31
Closed
30
Top Buys
| 1 |
Enbridge
ENB
|
$223M |
| 2 |
Invitation Homes
INVH
|
$193M |
| 3 |
Edison International
EIX
|
$175M |
| 4 |
American Tower
AMT
|
$134M |
| 5 |
Hilton Grand Vacations
HGV
|
$124M |
Top Sells
| 1 |
PPL Corp
PPL
|
$408M |
| 2 |
FirstEnergy
FE
|
$208M |
| 3 |
Sempra
SRE
|
$174M |
| 4 |
SiriusXM
SIRI
|
$150M |
| 5 |
CenterPoint Energy
CNP
|
$138M |
Sector Composition
| 1 | Utilities | 48.55% |
| 2 | Real Estate | 25.3% |
| 3 | Energy | 12.28% |
| 4 | Communication Services | 3.59% |
| 5 | Consumer Discretionary | 2.62% |
