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
$7.19B
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$228M
3
+$196M
4
WELL icon
Welltower
WELL
+$136M
5
AMT icon
American Tower
AMT
+$126M

Top Sells

1
+$260M
2
+$204M
3
+$183M
4
EIX icon
Edison International
EIX
+$177M
5
DRE
Duke Realty Corp.
DRE
+$166M

Sector Composition

1 Real Estate 34.37%
2 Utilities 32.18%
3 Communication Services 8.79%
4 Energy 8.41%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.03%
71,500
127
$2.53M 0.03%
37,500
-107,500
128
$2.48M 0.03%
+125,000
129
$2.38M 0.03%
+75,000
130
$2.33M 0.03%
80,000
131
$2.31M 0.03%
+20,915
132
$2.13M 0.03%
100,000
133
$2.13M 0.03%
+60,000
134
$2.12M 0.03%
32,800
135
$2.07M 0.03%
+7,500
136
$1.99M 0.03%
+175,000
137
$1.97M 0.03%
+100,000
138
$1.86M 0.03%
+12,500
139
$1.75M 0.02%
+20,000
140
$1.75M 0.02%
+30,000
141
$1.68M 0.02%
+226,000
142
$1.66M 0.02%
75,000
143
$1.54M 0.02%
+55,000
144
$1.52M 0.02%
50,000
145
$1.02M 0.01%
+50,000
146
$1.02M 0.01%
+3,386
147
$991K 0.01%
+25,000
148
$950K 0.01%
+20,000
149
$910K 0.01%
70,000
150
$840K 0.01%
+18,979
4 5
6
7 8