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
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$46.1K
3
+$4K

Top Sells

1
+$359M
2
+$73.8M

Sector Composition

1 Consumer Staples 65.02%
2 Industrials 17.4%
3 Financials 7.96%
4 Consumer Discretionary 5.24%
5 Materials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.16B 30.52%
37,908,621
2
$2.76B 26.68%
37,656,693
-4,905,556
3
$823M 7.96%
16,138,942
4
$809M 7.82%
18,824,773
+93
5
$800M 7.74%
14,786,884
+852
6
$542M 5.24%
31,630,629
7
$522M 5.05%
12,036,582
-1,702,862
8
$477M 4.61%
17,562,998
9
$452M 4.37%
4,143,262
+1,549,742