ZP

Zimmer Partners Portfolio holdings

AUM $3.8B
1-Year Est. Return 8.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$232M
3
+$218M
4
PCG icon
PG&E
PCG
+$189M
5
CMS icon
CMS Energy
CMS
+$92.1M

Top Sells

1
+$257M
2
+$225M
3
+$202M
4
AEE icon
Ameren
AEE
+$173M
5
WEC icon
WEC Energy
WEC
+$92.2M

Sector Composition

1 Utilities 43.39%
2 Industrials 15.23%
3 Energy 13.29%
4 Real Estate 12.6%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6
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