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
$11.8B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$396K

Top Sells

1 +$867M
2 +$355M

Sector Composition

1 Consumer Staples 67.72%
2 Industrials 19.67%
3 Financials 7.19%
4 Consumer Discretionary 5.42%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.48B 29.47%
37,908,621
2
$2.7B 22.86%
44,499,052
+6,528
3
$1.82B 15.39%
42,504,701
4
$1.24B 10.46%
14,783,929
5
$1.09B 9.21%
22,948,181
+313,995
6
$850M 7.19%
15,776,432
-6,599,057
7
$641M 5.42%
39,035,921
8
-6,208,991