ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
1-Year Return
22.84%
This Quarter Return
+3.21%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$4.93B
AUM Growth
-$837M
(-15%)
Cap. Flow
-$1.05B
Cap. Flow
% of AUM
-21.38%
Top 10 Holdings %
Top 10 Hldgs %
43.45%
Holding
197
New
47
Increased
51
Reduced
40
Closed
45
Top Buys
| 1 |
American Electric Power
AEP
|
$251M |
| 2 |
Kinetik
KNTK
|
$102M |
| 3 |
Viper Energy
VNOM
|
$101M |
| 4 |
PRMB
Primo Brands Corporation
PRMB
|
$91.8M |
| 5 |
Oneok
OKE
|
$77.6M |
Top Sells
| 1 |
Boeing
BA
|
$394M |
| 2 |
Welltower
WELL
|
$226M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$213M |
| 4 |
TXNM
TXNM Energy, Inc.
TXNM
|
$166M |
| 5 |
Evergy
EVRG
|
$148M |
Sector Composition
| 1 | Utilities | 44.4% |
| 2 | Energy | 19.45% |
| 3 | Industrials | 10.88% |
| 4 | Real Estate | 9.35% |
| 5 | Financials | 5.2% |
