ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
1-Year Return
22.84%
This Quarter Return
+6.45%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.6B
AUM Growth
+$1.87B
(+68%)
Cap. Flow
+$1.7B
Cap. Flow
% of AUM
37.07%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
162
New
60
Increased
31
Reduced
27
Closed
32
Top Buys
| 1 |
Welltower
WELL
|
$310M |
| 2 |
Pinnacle West Capital
PNW
|
$198M |
| 3 |
Ameren
AEE
|
$190M |
| 4 |
NextEra Energy, Inc.
NEE
|
$173M |
| 5 |
NiSource
NI
|
$146M |
Top Sells
| 1 |
Agree Realty
ADC
|
$188M |
| 2 |
Exelon
EXC
|
$138M |
| 3 |
Targa Resources
TRGP
|
$106M |
| 4 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$70.4M |
| 5 |
Edison International
EIX
|
$67.8M |
Sector Composition
| 1 | Utilities | 51.2% |
| 2 | Real Estate | 13.82% |
| 3 | Energy | 12.57% |
| 4 | Financials | 5.87% |
| 5 | Industrials | 5.23% |
