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
$4.87B
AUM Growth
-$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$105M
3
+$100M
4
PPL icon
PPL Corp
PPL
+$97.3M
5
CEG icon
Constellation Energy
CEG
+$88M

Top Sells

1
+$219M
2
+$113M
3
+$111M
4
O icon
Realty Income
O
+$111M
5
DINO icon
HF Sinclair
DINO
+$96.4M

Sector Composition

1 Utilities 48.69%
2 Real Estate 24.11%
3 Energy 10.84%
4 Financials 6.14%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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114
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-87,480
122
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-117,500
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5