ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.19B
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$228M
3
+$196M
4
WELL icon
Welltower
WELL
+$136M
5
AMT icon
American Tower
AMT
+$126M

Top Sells

1
+$260M
2
+$204M
3
+$183M
4
EIX icon
Edison International
EIX
+$177M
5
DRE
Duke Realty Corp.
DRE
+$166M

Sector Composition

1 Real Estate 34.37%
2 Utilities 32.18%
3 Communication Services 8.79%
4 Energy 8.41%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.96M 0.09%
125,000
+50,000
102
$6.95M 0.09%
125,000
-200,000
103
$6.3M 0.08%
+362,500
104
$6.16M 0.08%
+145,000
105
$6.02M 0.08%
204,601
-4,524,699
106
$5.81M 0.08%
+92,500
107
$5.73M 0.08%
373,599
+18,755
108
$5.73M 0.08%
4,245,000
109
$5.47M 0.07%
32,500
-145,000
110
$4.76M 0.06%
112,500
111
$4.25M 0.06%
237,500
-2,764,050
112
$4.06M 0.05%
+100,000
113
$3.96M 0.05%
+37,500
114
$3.96M 0.05%
100,000
115
$3.95M 0.05%
+450,000
116
$3.84M 0.05%
+75,000
117
$3.79M 0.05%
+100,000
118
$3.67M 0.05%
619,277
+7,069
119
$3.54M 0.05%
+250,000
120
$3.37M 0.05%
37,500
-287,500
121
$2.85M 0.04%
+42,000
122
$2.85M 0.04%
+40,000
123
$2.77M 0.04%
+275,000
124
$2.76M 0.04%
+75,000
125
$2.71M 0.04%
+64,000
3 4
5
6 7