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
$6.31B
AUM Growth
-$878M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$172M
3
+$134M
4
KRC icon
Kilroy Realty
KRC
+$122M
5
TNL icon
Travel + Leisure Co
TNL
+$105M

Top Sells

1
+$236M
2
+$221M
3
+$211M
4
HST icon
Host Hotels & Resorts
HST
+$156M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$127M

Sector Composition

1 Real Estate 35.45%
2 Utilities 31.82%
3 Energy 10.49%
4 Industrials 5.32%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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