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

Top Buys

1
+$186M
2
+$138M
3
+$91M
4
CPK icon
Chesapeake Utilities
CPK
+$65.8M
5
FE icon
FirstEnergy
FE
+$60.5M

Top Sells

1
+$251M
2
+$228M
3
+$213M
4
EQT icon
EQT Corp
EQT
+$183M
5
PCG icon
PG&E
PCG
+$129M

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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-200,000
127
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-204,081
128
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-50,000
129
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130
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-714,000
131
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132
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133
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134
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-400,000
135
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-1,761,479
136
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-140,486
138
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-232,000
139
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-505,000
140
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-195,000
141
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142
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-25,000
143
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-192,200
144
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-4,245,000
2 3 4 5
6