ZP
Zimmer Partners Portfolio holdings
AUM
$4.09B
1-Year Est. Return
11.73%
1 Year Est. Return
+11.73%
AUM
$4.09B
AUM Growth
-$274M
(-6.3%)
Holding
192
Top Buys
| 1 | +$243M | |
| 2 | +$110M | |
| 3 | +$71M | |
| 4 |
Black Hills Corp
BKH
|
+$64.7M |
| 5 |
ADT
ADT
|
+$43.8M |
Top Sells
| 1 | +$186M | |
| 2 | +$78.1M | |
| 3 | +$77.4M | |
| 4 |
Evergy
EVRG
|
+$64.5M |
| 5 |
Entergy
ETR
|
+$57.9M |
Sector Composition
| 1 | Utilities | 44.7% |
| 2 | Energy | 16.13% |
| 3 | Industrials | 14.13% |
| 4 | Real Estate | 7.77% |
| 5 | Healthcare | 3.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
WEC Energy
WEC
$35.2B
| – | – |
0
|
|
||
177
Whirlpool
WHR
$4.47B
| – | – |
-65,000
|
|
||
178
Williams Companies
WMB
$73.5B
| – | – |
0
|
|
||
179
Advanced Drainage Systems
WMS
$11.8B
| – | – |
-270,000
|
|
||
180
Essential Utilities
WTRG
$11B
| – | – |
-175,000
|
|
||
181
Zurn Elkay Water Solutions
ZWS
$8B
| – | – |
-1,197,400
|
|
||
182
GE Vernova
GEV
$163B
| – | – |
-13,800
|
|
||
|
MRX
183
Marex Group
MRX
$2.54B
| – | – |
-300,000
|
|
||
|
TLN
184
Talen Energy Corp
TLN
$16.8B
| – | – |
-5,970
|
|
||
|
VG
185
Venture Global Inc
VG
$16.2B
| – | – |
0
|
|
||
|
WAY
186
Waystar Holding Corp
WAY
$6.69B
| – | – |
-115,000
|
|
||
|
SOBO
187
South Bow Corp
SOBO
$5.72B
| – | – |
-126,000
|
|
||
|
ETOR
188
eToro Group
ETOR
$3.49B
| – | – |
-11,000
|
|
||
|
HNGE
189
Hinge Health
HNGE
$3.67B
| – | – |
-35,000
|
|
||
|
CRCL
190
Circle Internet Group
CRCL
$18.2B
| – | – |
-80,000
|
|
||
|
OMDA
191
Omada Health Inc
OMDA
$1.07B
| – | – |
-10,000
|
|