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
$13.3B
AUM Growth
+$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$2.72B
2 +$46.4M
3 +$70.4K
4
SYY icon
Sysco
SYY
+$37.4K
5
MDLZ icon
Mondelez International
MDLZ
+$5.13K

Top Sells

1 +$437M

Sector Composition

1 Consumer Staples 56.16%
2 Industrials 22.17%
3 Financials 11.47%
4 Materials 5.66%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.3B 24.74%
36,718,855
+30,302,571
2
$2.28B 17.12%
43,973,835
+720
3
$2.06B 15.42%
14,392,896
+325,083
4
$1.91B 14.29%
44,232,073
+119
5
$1.53B 11.47%
32,372,656
6
$900M 6.75%
21,349,523
+1,670
7
$754M 5.66%
9,390,689
-5,442,568
8
$606M 4.55%
44,535,921