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
$7.46B
AUM Growth
-$584M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$192M
3
+$45.8K

Top Sells

1
+$823M
2
+$500M
3
+$237M
4
SYY icon
Sysco
SYY
+$41.5M

Sector Composition

1 Industrials 32.21%
2 Financials 31.75%
3 Consumer Staples 14.46%
4 Communication Services 13.49%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.02B 27.11%
11,391,981
-1,336,950
2
$1.19B 15.9%
28,272,648
+4,570,336
3
$1.18B 15.85%
45,473,859
+8,718,084
4
$1.01B 13.54%
12,853,962
-528,664
5
$1.01B 13.49%
19,991,416
6
$604M 8.1%
25,333,339
7
$380M 5.1%
6,462,286
+779
8
$38.8M 0.52%
237,384
-5,032,139
9
$29.9M 0.4%
450,184
-7,547,664