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
$4.93B
AUM Growth
-$837M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$115M
3
+$105M
4
PRMB
Primo Brands
PRMB
+$84.5M
5
OKE icon
Oneok
OKE
+$77.7M

Top Sells

1
+$394M
2
+$213M
3
+$210M
4
TXNM
TXNM Energy Inc
TXNM
+$166M
5
EVRG icon
Evergy
EVRG
+$141M

Sector Composition

1 Utilities 44.43%
2 Energy 19.45%
3 Industrials 10.86%
4 Real Estate 9.35%
5 Financials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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