ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.49B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$140M
3
+$112M
4
EVRG icon
Evergy
EVRG
+$108M
5
NEE icon
NextEra Energy
NEE
+$92.2M

Top Sells

1
+$209M
2
+$116M
3
+$113M
4
HLT icon
Hilton Worldwide
HLT
+$112M
5
LHO
LaSalle Hotel Properties
LHO
+$93.7M

Sector Composition

1 Utilities 56.77%
2 Energy 17.67%
3 Real Estate 10.39%
4 Communication Services 5.84%
5 Materials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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0
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120
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123
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-1,167,079
124
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-442,900
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