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
$10.3B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$269M
3
+$189K
4
BK icon
Bank of New York Mellon
BK
+$127K
5
GE icon
GE Aerospace
GE
+$99.5K

Top Sells

1
+$387M
2
+$156M
3
+$41.3M

Sector Composition

1 Consumer Staples 64.42%
2 Industrials 19.25%
3 Financials 8.45%
4 Consumer Discretionary 5.27%
5 Materials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.96B 28.72%
37,908,621
2
$2.91B 28.21%
42,562,249
-2,278,393
3
$964M 9.36%
14,786,032
+1,526
4
$870M 8.45%
16,138,942
+2,346
5
$772M 7.49%
18,824,680
+4,620
6
$578M 5.61%
13,739,444
-9,208,402
7
$543M 5.27%
31,630,629
-2,405,292
8
$441M 4.28%
+17,562,998
9
$269M 2.61%
+2,593,520