ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-20.98%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.44B
AUM Growth
+$4.44B
(-39%)
Cap. Flow
-$1.18B
Cap. Flow
% of AUM
-26.51%
Top 10 Holdings %
Top 10 Hldgs %
45.57%
Holding
115
New
30
Increased
19
Reduced
22
Closed
39
Top Buys
| 1 |
Pinnacle West Capital
PNW
|
$117M |
| 2 |
Agree Realty
ADC
|
$105M |
| 3 |
Equinix
EQIX
|
$104M |
| 4 |
TXNM
TXNM Energy, Inc.
TXNM
|
$82.7M |
| 5 |
FirstEnergy
FE
|
$78.2M |
Top Sells
| 1 |
Fortis
FTS
|
$360M |
| 2 |
Ameren
AEE
|
$154M |
| 3 |
Evergy
EVRG
|
$148M |
| 4 |
CenterPoint Energy
CNP
|
$144M |
| 5 |
DTE Energy
DTE
|
$130M |
Sector Composition
| 1 | Utilities | 42.92% |
| 2 | Real Estate | 35.9% |
| 3 | Energy | 7.98% |
| 4 | Communication Services | 7.04% |
| 5 | Consumer Discretionary | 4.02% |
