ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
-1.9%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.87B
AUM Growth
+$4.87B
(-2%)
Cap. Flow
-$43.5M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
123
New
46
Increased
18
Reduced
27
Closed
27
Top Buys
| 1 |
American Water Works
AWK
|
$308M |
| 2 |
Atmos Energy
ATO
|
$105M |
| 3 |
Brixmor Property Group
BRX
|
$100M |
| 4 |
PPL Corp
PPL
|
$97.3M |
| 5 |
Constellation Energy
CEG
|
$88M |
Top Sells
| 1 |
Welltower
WELL
|
$219M |
| 2 |
Cheniere Energy
LNG
|
$113M |
| 3 |
Prologis
PLD
|
$111M |
| 4 |
Realty Income
O
|
$111M |
| 5 |
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% |
