ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.97B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$415M
3
+$99.1M
4
TMUS icon
T-Mobile US
TMUS
+$93.7M
5
ES icon
Eversource Energy
ES
+$80.5M

Top Sells

1
+$93M
2
+$63.2M
3
+$62.3M
4
FE icon
FirstEnergy
FE
+$51.6M
5
EXC icon
Exelon
EXC
+$48.7M

Sector Composition

1 Utilities 44.73%
2 Real Estate 29.37%
3 Energy 9.14%
4 Communication Services 7%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.22M 0.08%
+375,000
77
$5.44M 0.07%
+212,500
78
$5.1M 0.07%
10,000
-27,500
79
$4.48M 0.06%
+275,000
80
$3.55M 0.05%
+140,000
81
$3.43M 0.05%
+115,000
82
$3.18M 0.04%
+50,000
83
$2.95M 0.04%
+240,589
84
$2.78M 0.04%
+85,741
85
$2.64M 0.04%
+55,000
86
$2.56M 0.03%
+72,000
87
$2.23M 0.03%
437,500
-4,025,000
88
$2.21M 0.03%
+70,000
89
$2.17M 0.03%
+42,500
90
$1.26M 0.02%
+125,000
91
$900K 0.01%
+400
92
$785K 0.01%
+21,667
93
$727K 0.01%
+15,000
94
$596K 0.01%
+15,889
95
$565K 0.01%
+20,000
96
$563K 0.01%
+25,000
97
$540K 0.01%
+2,000
98
$525K 0.01%
+2,500
99
$442K 0.01%
+10,000
100
$393K 0.01%
+22,500
2 3
4
5 6