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
$5.97B
AUM Growth
-$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$126M
3
+$1.47M
4
MDLZ icon
Mondelez International
MDLZ
+$5.21K
5
GE icon
GE Aerospace
GE
+$741

Top Sells

1
+$1.01B
2
+$110M
3
+$38M

Sector Composition

1 Financials 42.21%
2 Industrials 32.26%
3 Consumer Staples 16.21%
4 Consumer Discretionary 9.32%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.56B 26.09%
11,402,731
+10,750
2
$1.4B 23.52%
54,034,034
+8,560,175
3
$1.12B 18.69%
31,867,800
+3,595,152
4
$939M 15.73%
11,503,829
-1,350,133
5
$557M 9.32%
25,333,339
6
$368M 6.17%
6,462,299
+13
7
$28.3M 0.47%
450,267
+83
8
$893K 0.02%
5,457
-231,927
9
– –
-19,991,416