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
$2.73B
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$138M
3
+$91M
4
CPK icon
Chesapeake Utilities
CPK
+$65.8M
5
FE icon
FirstEnergy
FE
+$60.5M

Top Sells

1
+$251M
2
+$228M
3
+$213M
4
EQT icon
EQT Corp
EQT
+$183M
5
PCG icon
PG&E
PCG
+$129M

Sector Composition

1 Utilities 39.04%
2 Energy 23.03%
3 Real Estate 17.97%
4 Financials 9.15%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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2 3 4
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