TFM

Trian Fund Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$20.4K

Top Sells

1
+$21.4M
2
+$18.4M

Sector Composition

1 Financials 42.71%
2 Industrials 35.46%
3 Healthcare 15.05%
4 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHG icon
1
Janus Henderson
JHG
$6.78B
$1.42B 34.54%
31,867,800
GE icon
2
GE Aerospace
GE
$306B
$1.21B 29.52%
4,030,213
SOLV icon
3
Solventum
SOLV
$15B
$618M 15.04%
8,462,819
IVZ icon
4
Invesco
IVZ
$10.9B
$336M 8.17%
14,628,455
WEN icon
5
Wendy's
WEN
$1.53B
$279M 6.79%
30,437,023
+2,229
FERG icon
6
Ferguson
FERG
$50.4B
$244M 5.94%
1,086,357
GEHC icon
7
GE HealthCare
GEHC
$36.6B
$303K 0.01%
4,029
UHAL icon
8
U-Haul Holding Co
UHAL
$10B
– –
-353,335
UHAL.B icon
9
U-Haul Holding Co Series N
UHAL.B
$9.12B
– –
-338,031