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
$9.48B
AUM Growth
-$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$2.59K
3 +$389

Top Sells

1 +$559M

Sector Composition

1 Consumer Staples 74.63%
2 Industrials 11.21%
3 Financials 7.92%
4 Consumer Discretionary 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.02B 42.34%
32,154,627
-4,475,930
2
$2.03B 21.35%
23,676,143
+4,540
3
$1.04B 10.93%
18,828,365
+47
4
$717M 7.56%
12,886,277
+7
5
$612M 6.45%
12,154,366
6
$591M 6.24%
26,630,629
7
$347M 3.66%
13,551,961
8
$139M 1.47%
3,881,704