ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
1-Year Return
22.84%
This Quarter Return
+13.83%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$5.34B
AUM Growth
+$91.3M
(+1.7%)
Cap. Flow
-$634M
Cap. Flow
% of AUM
-11.88%
Top 10 Holdings %
Top 10 Hldgs %
45.67%
Holding
192
New
41
Increased
33
Reduced
50
Closed
47
Top Buys
| 1 |
Duke Energy
DUK
|
$166M |
| 2 |
Hawaiian Electric Industries
HE
|
$145M |
| 3 |
Black Hills Corp
BKH
|
$96.4M |
| 4 |
Diamondback Energy
FANG
|
$87.9M |
| 5 |
DTE Energy
DTE
|
$69.9M |
Top Sells
| 1 |
Eversource Energy
ES
|
$328M |
| 2 |
Xcel Energy
XEL
|
$184M |
| 3 |
Enbridge
ENB
|
$126M |
| 4 |
UGI
UGI
|
$122M |
| 5 |
Evergy
EVRG
|
$105M |
Sector Composition
| 1 | Utilities | 48.46% |
| 2 | Real Estate | 15.4% |
| 3 | Energy | 11.93% |
| 4 | Industrials | 9.77% |
| 5 | Financials | 6.3% |
