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ZP
Zimmer Partners Portfolio holdings
AUM
$4.08B
1-Year Est. Return
14.2%
This Fund
S&P 500
1 Year Est. Return
+14.2%
AUM
$4.08B
AUM Growth
+$281M
(+7.4%)
Holding
163
Top Buys
| 1 | +$250M | |
| 2 | +$93.7M | |
| 3 | +$66.5M | |
| 4 |
FPS
Forgent Power Solutions
FPS
|
+$64.9M |
| 5 |
NiSource
NI
|
+$57.3M |
Top Sells
| 1 | +$111M | |
| 2 | +$99.8M | |
| 3 | +$91.7M | |
| 4 |
Entergy
ETR
|
+$73.8M |
| 5 |
Ameren
AEE
|
+$71.3M |
Sector Composition
| 1 | Utilities | 39.65% |
| 2 | Energy | 17.27% |
| 3 | Industrials | 15.39% |
| 4 | Real Estate | 14.43% |
| 5 | Financials | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UL Solutions
ULS
$18.1B
| – | – |
-444,790
|
|
||
|
SFD
152
Smithfield Foods
SFD
$9.83B
| – | – |
-2,090,000
|
|
||
|
SLDE
153
Slide Insurance Holdings
SLDE
$2B
| – | – |
-90,651
|
|
||
|
AMRZ
154
Amrize Ltd
AMRZ
$29.2B
| – | – |
-366,000
|
|
||
|
BLSH
155
Bullish
BLSH
$3.78B
| – | – |
-110,000
|
|
||
|
NP
156
Neptune Insurance Holdings
NP
$4.11B
| – | – |
-125,000
|
|
||
|
BETA
157
Beta Technologies Inc
BETA
$3.66B
| – | – |
-75,000
|
|
||
|
KBONU
158
Karbon Capital Partners Corp Units
KBONU
$316M
| – | – |
-800,000
|
|
||
|
WLTH
159
Wealthfront Corp
WLTH
$1.23B
| – | – |
-70,000
|
|
||
|
MDLN
160
Medline Inc
MDLN
$29.8B
| – | – |
-159,660
|
|
||
|
XZO
161
Exzeo Group
XZO
$1.24B
| – | – |
-75,000
|
|
||
162
ADT
ADT
$4.99B
| – | – |
-12,365,246
|
|