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ZP
Zimmer Partners Portfolio holdings
AUM
$4.15B
1-Year Est. Return
14.2%
This Fund
S&P 500
This Quarter
Est. Return
-3.81%
1 Year Est. Return
+14.2%
3 Year Est. Return
+57.21%
5 Year Est. Return
+47.82%
10 Year Est. Return
+152.76%
AUM
$526M
AUM Growth
–
Cap. Flow
+$539M
Cap. Flow
% of AUM
102.47%
Top 10 Holdings %
Top 10 Hldgs %
67.49%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
American Electric Power
AEP
|
+$24M |
| 2 |
Edison International
EIX
|
+$23.4M |
| 3 |
CPN
Calpine Corporation
CPN
|
+$23.1M |
| 4 |
Pinnacle West Capital
PNW
|
+$21.8M |
| 5 |
Oneok
OKE
|
+$19.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 36.2% |
| 2 | Energy | 17.46% |
| 3 | Industrials | 0.85% |
| 4 | Technology | 0.24% |
| 5 | Real Estate | 0.11% |
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Zimmer Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Zimmer Partners, which disclosed 46 positions worth $526M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is American Electric Power: 500,000 shares worth $22.4M.
By sector, the portfolio is most concentrated in Utilities at 36% of assets, followed by Energy and Industrials.
- Zimmer Partners's largest Q2 2013 buy was American Electric Power: 500,000 shares worth $22.4M.
- Zimmer Partners's ten largest holdings make up 67% of its $526M portfolio in Q2 2013.
- Zimmer Partners disclosed 46 positions in Q2 2013, its first 13F filing on record.
Based on Zimmer Partners's 13F filing for Q2 2013, filed 14 Aug 2013.