ZP

Zimmer Partners Portfolio holdings

AUM $4.09B
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
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
+$166M
2
+$145M
3
+$96.4M
4
FANG icon
Diamondback Energy
FANG
+$87.9M
5
DTE icon
DTE Energy
DTE
+$69.9M

Top Sells

1
+$328M
2
+$184M
3
+$126M
4
UGI icon
UGI
UGI
+$122M
5
EVRG icon
Evergy
EVRG
+$105M

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
176
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-1,412,500
177
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183
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-37,738
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186
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191
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-1,279,500
4 5 6 7
8