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
$4.87B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$785M
2
+$102K

Top Sells

1
+$548M
2
+$706K

Sector Composition

1 Industrials 36.15%
2 Financials 35.96%
3 Communication Services 16.1%
4 Consumer Discretionary 11.76%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.42B 29.23%
11,218,181
2
$1B 20.58%
55,758,634
3
$785M 16.1%
+9,029,800
4
$750M 15.38%
31,867,800
5
$573M 11.76%
25,333,339
6
$338M 6.93%
6,466,103
+1,954
7
$1.08M 0.02%
16,239
8
$347K 0.01%
4,540
-7,173,000
9
– –
-5,589