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
$3.79B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$235M
2 +$183M
3 +$140M
4
ENB icon
Enbridge
ENB
+$123M
5
CMS icon
CMS Energy
CMS
+$109M

Top Sells

1 +$127M
2 +$97.3M
3 +$92.5M
4
POR icon
Portland General Electric
POR
+$90.3M
5
CRBG icon
Corebridge Financial
CRBG
+$78.3M

Sector Composition

1 Utilities 53.11%
2 Energy 23.42%
3 Financials 9.63%
4 Real Estate 5.74%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,037,500
152
-200,000
153
0
154
-50,000