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
$10.4B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$27.4M
3
+$16.5M
4
MDLZ icon
Mondelez International
MDLZ
+$1.6K

Top Sells

1
+$1.83B
2
+$112M

Sector Composition

1 Consumer Staples 38.03%
2 Industrials 22.73%
3 Financials 14.97%
4 Materials 12.49%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.36B 22.73%
15,492,170
-737,889
2
$2.02B 19.47%
43,271,951
+586,344
3
$1.93B 18.56%
48,028,164
+40
4
$1.3B 12.49%
20,485,262
+261,187
5
$1.17B 11.29%
31,826,733
+891,217
6
$444M 4.28%
40,792,537
7
$383M 3.69%
11,039,896
8
$1.05M 0.01%
14,260
9
– –
-18,316,211