ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
1-Year Return
22.84%
This Quarter Return
-0.28%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$7.23B
AUM Growth
-$1.96B
(-21%)
Cap. Flow
-$2B
Cap. Flow
% of AUM
-27.72%
Top 10 Holdings %
Top 10 Hldgs %
43.75%
Holding
129
New
23
Increased
19
Reduced
26
Closed
46
Top Buys
| 1 |
Fortis
FTS
|
$406M |
| 2 |
CenterPoint Energy
CNP
|
$270M |
| 3 |
Welltower
WELL
|
$208M |
| 4 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$206M |
| 5 |
Ameren
AEE
|
$178M |
Top Sells
| 1 |
FirstEnergy
FE
|
$933M |
| 2 |
Sempra
SRE
|
$718M |
| 3 |
Enbridge
ENB
|
$292M |
| 4 |
NiSource
NI
|
$224M |
| 5 |
Eversource Energy
ES
|
$213M |
Sector Composition
| 1 | Utilities | 39.75% |
| 2 | Real Estate | 36.94% |
| 3 | Energy | 10.31% |
| 4 | Communication Services | 5.19% |
| 5 | Consumer Discretionary | 3.86% |