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
$10.5B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$16.4M
3
+$15.3M
4
MDLZ icon
Mondelez International
MDLZ
+$170K

Top Sells

1
+$383M
2
+$80.7M
3
+$1.05M

Sector Composition

1 Consumer Staples 42.08%
2 Industrials 22.42%
3 Financials 11.93%
4 Materials 11.88%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.35B 22.42%
15,600,950
+108,780
2
$2.23B 21.25%
43,965,695
+693,744
3
$2.19B 20.82%
48,031,904
+3,740
4
$1.25B 11.93%
32,220,599
+393,866
5
$1.25B 11.88%
19,239,379
-1,245,883
6
$392M 3.74%
40,792,537
7
– –
-14,260
8
– –
-11,039,896