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
$8.02B
AUM Growth
+$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$371M

Sector Composition

1 Communication Services 49.33%
2 Financials 20.09%
3 Industrials 15.61%
4 Consumer Discretionary 7.39%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.96B 49.33%
32,337,856
2
$1.05B 13.07%
31,867,800
3
$707M 8.82%
5,049,857
4
$593M 7.39%
31,467,150
5
$563M 7.02%
33,940,096
6
$545M 6.79%
2,493,687
-1,696,565
7
$122M 1.52%
1,342,833
8
$99.3M 1.24%
1,223,500