ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$241M
3
+$134M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$134M
5
UDR icon
UDR
UDR
+$127M

Top Sells

1
+$383M
2
+$247M
3
+$205M
4
D icon
Dominion Energy
D
+$204M
5
HGV icon
Hilton Grand Vacations
HGV
+$167M

Sector Composition

1 Real Estate 37.52%
2 Utilities 32.7%
3 Communication Services 9.79%
4 Technology 5.71%
5 Energy 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.74M 0.13%
+90,941
77
$8.49M 0.12%
+4,245,000
78
$8.29M 0.12%
1,005,828
+222,341
79
$7.46M 0.11%
375,000
-120,999
80
$7.32M 0.11%
+100,000
81
$6.7M 0.1%
+425,000
82
$6.53M 0.1%
+385,642
83
$6.21M 0.09%
+150,000
84
$6.12M 0.09%
606,886
+65,270
85
$5.9M 0.09%
+175,000
86
$5.72M 0.08%
+39,000
87
$5.69M 0.08%
+41,000
88
$5.65M 0.08%
392,308
+23,972
89
$5.49M 0.08%
+375,000
90
$5.46M 0.08%
+50,000
91
$5.08M 0.07%
+130,000
92
$4.25M 0.06%
+15,042
93
$4.17M 0.06%
+149,200
94
$4.16M 0.06%
+150,000
95
$3.84M 0.06%
100,000
-1,200,000
96
$3.65M 0.05%
+6,667
97
$3.17M 0.05%
+146,400
98
$3.12M 0.05%
33,855
99
$2.96M 0.04%
125,000
+25,000
100
$2.62M 0.04%
+50,000
2 3
4
5 6