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
$11.1B
AUM Growth
+$858M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$804M
2
+$539M
3
+$50.6M
4
SYY icon
Sysco
SYY
+$369K
5
BK icon
Bank of New York Mellon
BK
+$1.42K

Top Sells

1
+$192M
2
+$168M
3
+$164M

Sector Composition

1 Consumer Staples 44.48%
2 Industrials 26.45%
3 Financials 13.83%
4 Materials 9.81%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.43B 21.95%
43,973,115
+6,658
2
$2.13B 19.2%
14,067,813
-1,086,087
3
$1.96B 17.67%
44,231,954
-3,799,950
4
$1.53B 13.83%
32,372,656
+30
5
$1.09B 9.81%
14,833,257
-2,617,634
6
$804M 7.25%
+21,347,853
7
$602M 5.43%
44,535,921
+3,743,384
8
$539M 4.86%
+6,416,284