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
$6.34B
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$133M
3
+$108M
4
EXC icon
Exelon
EXC
+$91.7M
5
ESS icon
Essex Property Trust
ESS
+$90.2M

Top Sells

1
+$188M
2
+$172M
3
+$161M
4
ES icon
Eversource Energy
ES
+$152M
5
NI icon
NiSource
NI
+$150M

Sector Composition

1 Utilities 41.54%
2 Real Estate 31.58%
3 Communication Services 8.98%
4 Energy 7.38%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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3 4 5
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