ZP

Zimmer Partners Portfolio holdings

AUM $3.8B
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.97B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$727M
2
+$440M
3
+$98.9M
4
TMUS icon
T-Mobile US
TMUS
+$86.3M
5
ES icon
Eversource Energy
ES
+$80.1M

Top Sells

1
+$93M
2
+$62.3M
3
+$60.5M
4
FE icon
FirstEnergy
FE
+$55M
5
EXC icon
Exelon
EXC
+$48.7M

Sector Composition

1 Utilities 44.73%
2 Real Estate 29.37%
3 Energy 9.14%
4 Communication Services 7.16%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.01%
+10,500
102
$251K ﹤0.01%
+10,000
103
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-1,853,015
104
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2 3 4
5
6