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
$4.97B
AUM Growth
+$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$158M
3
+$130M
4
SO icon
Southern Company
SO
+$118M
5
LNG icon
Cheniere Energy
LNG
+$112M

Top Sells

1
+$220M
2
+$165M
3
+$128M
4
REG icon
Regency Centers
REG
+$110M
5
FE icon
FirstEnergy
FE
+$95.9M

Sector Composition

1 Utilities 35.67%
2 Real Estate 35.48%
3 Energy 12.56%
4 Financials 7.01%
5 Technology 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K ﹤0.01%
+17,500
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-4,500,000
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4
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