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
$6.97B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$415M
3
+$99.1M
4
TMUS icon
T-Mobile US
TMUS
+$93.7M
5
ES icon
Eversource Energy
ES
+$80.5M

Top Sells

1
+$93M
2
+$63.2M
3
+$62.3M
4
FE icon
FirstEnergy
FE
+$51.6M
5
EXC icon
Exelon
EXC
+$48.7M

Sector Composition

1 Utilities 44.73%
2 Real Estate 29.37%
3 Energy 9.14%
4 Communication Services 7%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-162,500
127
– –
-135,917
128
– –
0
129
– –
-750,000
130
– –
-855,003
131
– –
-425,000
132
– –
-100,000
2 3 4 5
6