TFM

Trian Fund Management Portfolio holdings

AUM $3.79B
1-Year Est. Return 25.27%
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.43B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.28B
2
+$166M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 42.77%
2 Financials 22.36%
3 Materials 19.06%
4 Industrials 9.59%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.8B 19.06%
25,601,677
+18,272,927
2
$1.69B 17.91%
17,865,831
3
$1.68B 17.83%
46,299,025
+4,557,171
4
$1.17B 12.43%
28,897,639
5
$813M 8.62%
12,821,051
6
$688M 7.29%
12,887,964
7
$663M 7.03%
8,366,386
8
$585M 6.2%
64,800,245
9
$249M 2.64%
4,973,851
10
$91.8M 0.97%
1,655,388
11
$1.43M 0.02%
13,412