ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.25B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$187M
2 +$159M
3 +$112M
4
ENB icon
Enbridge
ENB
+$101M
5
UGI icon
UGI
UGI
+$98.8M

Top Sells

1 +$173M
2 +$170M
3 +$85M
4
ETR icon
Entergy
ETR
+$82.7M
5
NRG icon
NRG Energy
NRG
+$72.1M

Sector Composition

1 Utilities 48.77%
2 Energy 14.19%
3 Real Estate 12.64%
4 Industrials 8.23%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-550,000
177
-98,400
178
-75,000
179
-425,000
180
-25,000
181
-38,679