ZP
Zimmer Partners Portfolio holdings
AUM
$4.37B
This Quarter Return
+2.58%
1 Year Return
+22.84%
3 Year Return
+36.26%
5 Year Return
+62.31%
10 Year Return
+109.18%
AUM
$5.77B
AUM Growth
+$5.77B
(+8.1%)
Cap. Flow
+$431M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
46.92%
Holding
193
New
49
Increased
41
Reduced
45
Closed
47
Top Buys
| 1 |
Boeing
BA
|
$394M |
| 2 |
Xcel Energy
XEL
|
$233M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$213M |
| 4 |
PG&E
PCG
|
$188M |
| 5 |
CMS Energy
CMS
|
$89.2M |
Top Sells
| 1 |
Pinnacle West Capital
PNW
|
$257M |
| 2 |
NiSource
NI
|
$230M |
| 3 |
Cheniere Energy
LNG
|
$214M |
| 4 |
Ameren
AEE
|
$172M |
| 5 |
WEC Energy
WEC
|
$92.2M |
Sector Composition
| 1 | Utilities | 43.39% |
| 2 | Industrials | 15.23% |
| 3 | Energy | 13.29% |
| 4 | Real Estate | 12.6% |
| 5 | Financials | 9.68% |
