ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+6.67%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$2.73B
AUM Growth
+$2.73B
(-28%)
Cap. Flow
-$1.28B
Cap. Flow
% of AUM
-47.04%
Top 10 Holdings %
Top 10 Hldgs %
53.56%
Holding
145
New
27
Increased
25
Reduced
43
Closed
44
Top Buys
| 1 |
Agree Realty
ADC
|
$186M |
| 2 |
Exelon
EXC
|
$138M |
| 3 |
Ameren
AEE
|
$91M |
| 4 |
Chesapeake Utilities
CPK
|
$65.8M |
| 5 |
FirstEnergy
FE
|
$60.5M |
Top Sells
| 1 |
Dominion Energy
D
|
$251M |
| 2 |
PPL Corp
PPL
|
$228M |
| 3 |
Essential Utilities
WTRG
|
$213M |
| 4 |
EQT Corp
EQT
|
$183M |
| 5 |
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% |
