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
$3.8B
AUM Growth
-$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$40.8K
2
+$16.7K

Top Sells

1
+$166M
2
+$114M

Sector Composition

1 Financials 37.16%
2 Industrials 36.97%
3 Consumer Staples 13.41%
4 Consumer Discretionary 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.15B 30.4%
11,218,181
-1,608,430
2
$764M 20.11%
55,758,634
3
$647M 17.04%
31,867,800
4
$508M 13.36%
7,177,540
-1,615,617
5
$473M 12.47%
25,333,339
6
$249M 6.57%
6,464,149
+1,057
7
$890K 0.02%
16,239
8
$706K 0.02%
5,589
+132