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
$9.58B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$150K
2
+$86K
3
+$2.32K
4
PG icon
Procter & Gamble
PG
+$1.74K

Top Sells

1
+$493M
2
+$40M
3
+$21.1M

Sector Composition

1 Consumer Staples 78.05%
2 Industrials 9.11%
3 Financials 7.28%
4 Consumer Discretionary 5.55%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.56B 47.56%
36,630,557
+14
2
$1.88B 19.62%
23,671,603
3
$1.04B 10.87%
18,828,318
+42
4
$574M 5.99%
12,886,270
+1,931
5
$549M 5.74%
12,154,366
-467,215
6
$532M 5.55%
26,630,629
-2,000,000
7
$299M 3.12%
13,551,961
8
$148M 1.55%
3,881,704
+3,930
9
– –
-4,224,826