ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+1.35%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.48B
AUM Growth
+$4.48B
(+9.1%)
Cap. Flow
+$337M
Cap. Flow
% of AUM
7.53%
Top 10 Holdings %
Top 10 Hldgs %
48.91%
Holding
104
New
19
Increased
39
Reduced
13
Closed
26
Top Buys
| 1 |
NiSource
NI
|
$257M |
| 2 |
Ecovyst
ECVT
|
$101M |
| 3 |
Hilton Grand Vacations
HGV
|
$88.3M |
| 4 |
Realty Income
O
|
$78.3M |
| 5 |
WES
Western Gas Partners Lp
WES
|
$58.6M |
Top Sells
| 1 |
GXP
Great Plains Energy Incorporated
GXP
|
$142M |
| 2 |
Plains GP Holdings
PAGP
|
$130M |
| 3 |
Targa Resources
TRGP
|
$95M |
| 4 |
Exelon
EXC
|
$79.9M |
| 5 |
American Water Works
AWK
|
$63M |
Sector Composition
| 1 | Real Estate | 28.52% |
| 2 | Energy | 21.72% |
| 3 | Utilities | 14.41% |
| 4 | Communication Services | 9.68% |
| 5 | Materials | 6.34% |