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
$6.57B
AUM Growth
+$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$2.14B
2
+$258M
3
+$80.8M
4
GE icon
GE Aerospace
GE
+$93.2K

Top Sells

1
+$13.1M
2
+$1.21M

Sector Composition

1 Communication Services 40.52%
2 Industrials 20.32%
3 Financials 20.01%
4 Consumer Discretionary 10.35%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.66B 40.52%
32,868,307
+26,443,257
2
$891M 13.55%
5,415,218
-79,482
3
$823M 12.52%
31,867,800
4
$681M 10.35%
33,350,743
+12,618,115
5
$493M 7.5%
33,940,096
6
$445M 6.78%
5,049,390
+1,056
7
$91.4M 1.39%
1,342,830
8
$80.8M 1.23%
+1,223,500
9
– –
-16,530