ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+3.81%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$3.92B
AUM Growth
+$3.92B
(+24%)
Cap. Flow
+$648M
Cap. Flow
% of AUM
16.54%
Top 10 Holdings %
Top 10 Hldgs %
49.77%
Holding
103
New
29
Increased
17
Reduced
29
Closed
19
Top Buys
| 1 |
Fortis
FTS
|
$405M |
| 2 |
Plains GP Holdings
PAGP
|
$191M |
| 3 |
Equinix
EQIX
|
$190M |
| 4 |
Williams Companies
WMB
|
$139M |
| 5 |
Targa Resources
TRGP
|
$117M |
Top Sells
| 1 |
APC
Anadarko Petroleum
APC
|
$218M |
| 2 |
Axalta
AXTA
|
$92.8M |
| 3 |
NextEra Energy, Inc.
NEE
|
$74.1M |
| 4 |
Trinseo
TSE
|
$66.7M |
| 5 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$60.3M |
Sector Composition
| 1 | Energy | 41.07% |
| 2 | Utilities | 20.22% |
| 3 | Real Estate | 11.1% |
| 4 | Communication Services | 6.65% |
| 5 | Materials | 3.05% |