ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+0.15%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$6.34B
AUM Growth
+$6.34B
(-9%)
Cap. Flow
-$584M
Cap. Flow
% of AUM
-9.21%
Top 10 Holdings %
Top 10 Hldgs %
45.95%
Holding
171
New
65
Increased
20
Reduced
25
Closed
51
Top Buys
| 1 |
Dominion Energy
D
|
$204M |
| 2 |
Ameren
AEE
|
$133M |
| 3 |
Prologis
PLD
|
$108M |
| 4 |
Exelon
EXC
|
$91.7M |
| 5 |
Essex Property Trust
ESS
|
$90.2M |
Top Sells
| 1 |
Alliant Energy
LNT
|
$188M |
| 2 |
Equinix
EQIX
|
$172M |
| 3 |
Pinnacle West Capital
PNW
|
$161M |
| 4 |
Eversource Energy
ES
|
$152M |
| 5 |
NiSource
NI
|
$150M |
Sector Composition
| 1 | Utilities | 41.54% |
| 2 | Real Estate | 31.58% |
| 3 | Communication Services | 8.98% |
| 4 | Energy | 7.38% |
| 5 | Consumer Discretionary | 3.08% |
