ZP

Zimmer Partners Portfolio holdings

AUM $3.8B
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.9B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$191M
3
+$180M
4
REG icon
Regency Centers
REG
+$164M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$154M

Top Sells

1
+$222M
2
+$194M
3
+$179M
4
CUZ icon
Cousins Properties
CUZ
+$150M
5
SO icon
Southern Company
SO
+$137M

Sector Composition

1 Real Estate 36.54%
2 Utilities 36.48%
3 Energy 9.58%
4 Consumer Discretionary 4.79%
5 Communication Services 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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