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
$3.8B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$98.8M
3 +$62.3M
4
SRE icon
Sempra
SRE
+$50.4M
5
KGS icon
Kodiak Gas Services
KGS
+$47.4M

Top Sells

1 +$101M
2 +$91.8M
3 +$88.1M
4
NI icon
NiSource
NI
+$86.2M
5
CNP icon
CenterPoint Energy
CNP
+$66.7M

Sector Composition

1 Utilities 41.19%
2 Energy 18.4%
3 Industrials 15.37%
4 Real Estate 8.33%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NTSK
176
Netskope Inc
NTSK
$4.03B
-35,000