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
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$57.4M
3
+$50.6M
4
BK icon
Bank of New York Mellon
BK
+$145K
5
SYY icon
Sysco
SYY
+$37.7K

Top Sells

1
+$85.3M
2
+$74.6M

Sector Composition

1 Consumer Staples 55.23%
2 Industrials 22.05%
3 Financials 12.45%
4 Materials 5.71%
5 Consumer Discretionary 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.28B 24.71%
37,612,012
+893,157
2
$2.21B 16.68%
43,974,585
+750
3
$1.91B 14.42%
14,783,929
+391,033
4
$1.84B 13.84%
42,504,623
-1,727,450
5
$1.65B 12.45%
32,375,489
+2,833
6
$1.01B 7.62%
22,634,186
+1,284,663
7
$758M 5.71%
9,390,689
8
$605M 4.56%
39,035,921
-5,500,000