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
$3.88B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$45.4M

Top Sells

1 +$58.1M
2 +$21.2M

Sector Composition

1 Financials 37.08%
2 Industrials 33.68%
3 Communication Services 14.78%
4 Consumer Discretionary 11.62%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$868M 22.38%
31,867,800
2
$864M 22.27%
5,494,700
-369,300
3
$574M 14.78%
6,425,050
+508,366
4
$571M 14.7%
33,940,096
5
$451M 11.62%
20,732,628
-973,142
6
$443M 11.4%
5,048,334
7
$109M 2.81%
1,342,830
8
$1.21M 0.03%
16,530