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
$8.46B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$57.1K
3
+$720

Top Sells

1
+$167M
2
+$127M

Sector Composition

1 Consumer Staples 39.91%
2 Industrials 23.68%
3 Financials 17.32%
4 Communication Services 12.71%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.62B 19.18%
20,603,608
2
$1.58B 18.68%
+13,212,239
3
$1.2B 14.23%
8,884,877
-938,847
4
$1.07B 12.71%
19,857,892
5
$955M 11.3%
36,741,539
+2,196
6
$549M 6.49%
9,383,698
-2,857,861
7
$540M 6.38%
26,630,629
8
$510M 6.03%
16,366,612
9
$423M 5%
6,459,427
+11