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
$3.92B
AUM Growth
+$766M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$405M
2 +$191M
3 +$190M
4
WMB icon
Williams Companies
WMB
+$139M
5
TRGP icon
Targa Resources
TRGP
+$117M

Top Sells

1 +$218M
2 +$92.8M
3 +$74.1M
4
TSE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-477,557
102
-140,100
103
-3,830