TFM

Trian Fund Management Portfolio holdings

AUM $3.98B
1-Year Est. Return 28.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$825M
2
+$27M
3
+$26.9M
4
MDLZ icon
Mondelez International
MDLZ
+$3.31K

Top Sells

1
+$758M
2
+$525M

Sector Composition

1 Consumer Staples 58.36%
2 Industrials 21.15%
3 Financials 9.14%
4 Materials 6.68%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.45B 26.56%
37,908,621
+296,609
2
$2.4B 18.49%
44,492,524
+517,939
3
$1.73B 13.31%
42,504,701
+78
4
$1.71B 13.2%
14,783,929
5
$1.19B 9.14%
22,375,489
-10,000,000
6
$1.03B 7.96%
22,634,186
7
$867M 6.68%
+14,839,488
8
$606M 4.67%
39,035,921
9
– –
-9,390,689