ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-1.75%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$5.54B
AUM Growth
+$5.54B
(+35%)
Cap. Flow
+$1.65B
Cap. Flow
% of AUM
29.79%
Top 10 Holdings %
Top 10 Hldgs %
60.35%
Holding
102
New
27
Increased
23
Reduced
24
Closed
25
Top Buys
| 1 |
FirstEnergy
FE
|
$1.02B |
| 2 |
Sempra
SRE
|
$561M |
| 3 |
Duke Energy
DUK
|
$498M |
| 4 |
LHO
LaSalle Hotel Properties
LHO
|
$82.9M |
| 5 |
Enterprise Products Partners
EPD
|
$66.6M |
Top Sells
| 1 |
Atmos Energy
ATO
|
$174M |
| 2 |
Edison International
EIX
|
$113M |
| 3 |
Diamondback Energy
FANG
|
$109M |
| 4 |
Invitation Homes
INVH
|
$98.1M |
| 5 |
Iron Mountain
IRM
|
$95.4M |
Sector Composition
| 1 | Utilities | 49.19% |
| 2 | Real Estate | 15.31% |
| 3 | Energy | 11.74% |
| 4 | Communication Services | 5.31% |
| 5 | Materials | 4.23% |