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
$9.19B
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$223M
2 +$193M
3 +$175M
4
AMT icon
American Tower
AMT
+$134M
5
HGV icon
Hilton Grand Vacations
HGV
+$124M

Top Sells

1 +$408M
2 +$208M
3 +$174M
4
SIRI icon
SiriusXM
SIRI
+$150M
5
CNP icon
CenterPoint Energy
CNP
+$138M

Sector Composition

1 Utilities 48.55%
2 Real Estate 25.3%
3 Energy 12.28%
4 Communication Services 3.59%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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127
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128
-200,000
129
-110,000
130
-1,250,000
131
-1,526,500
132
-686,331
133
-128,000
134
-1,325,000
135
-425,000