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
$9.24B
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$197K
3
+$8.52K
4
MDLZ icon
Mondelez International
MDLZ
+$2.52K
5
GE icon
GE Aerospace
GE
+$762

Top Sells

1
+$586M
2
+$131M

Sector Composition

1 Consumer Staples 65.08%
2 Industrials 13.59%
3 Financials 8.22%
4 Materials 7.76%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.48B 37.73%
37,910,766
+2,145
2
$1.77B 19.2%
28,303,910
-9,352,783
3
$760M 8.22%
16,139,123
+181
4
$754M 8.16%
18,824,836
+63
5
$717M 7.76%
7,009,412
+2,866,150
6
$536M 5.81%
14,786,905
+21
7
$494M 5.35%
31,630,629
8
$394M 4.27%
17,562,998
9
$324M 3.51%
8,580,717
-3,455,865