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
$2.73B
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$148M
3
+$95.7M
4
FE icon
FirstEnergy
FE
+$59.7M
5
CPK icon
Chesapeake Utilities
CPK
+$59.4M

Top Sells

1
+$239M
2
+$213M
3
+$199M
4
EQT icon
EQT Corp
EQT
+$183M
5
PCG icon
PG&E
PCG
+$121M

Sector Composition

1 Utilities 39.04%
2 Energy 23.03%
3 Real Estate 17.97%
4 Financials 9.15%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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133
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135
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136
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139
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140
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141
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142
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143
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-21,000
144
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-82,400
2 3 4 5
6