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
$5.34B
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$160M
3
+$98.2M
4
BKH icon
Black Hills Corp
BKH
+$91.9M
5
DTE icon
DTE Energy
DTE
+$65.6M

Top Sells

1
+$312M
2
+$167M
3
+$122M
4
ENB icon
Enbridge
ENB
+$120M
5
EVRG icon
Evergy
EVRG
+$98.3M

Sector Composition

1 Utilities 48.46%
2 Real Estate 15.4%
3 Energy 11.93%
4 Industrials 9.77%
5 Financials 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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-2,250,000
4 5 6 7
8