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
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$88.3M
2 +$14M
3 +$4.85M
4
WEN icon
Wendy's
WEN
+$203K

Top Sells

1 +$5.82M

Sector Composition

1 Financials 45.37%
2 Industrials 25.87%
3 Healthcare 14.41%
4 Consumer Discretionary 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.36B 34.93%
31,867,800
2
$672M 17.32%
4,030,213
3
$559M 14.41%
8,462,819
+1,336,564
4
$498M 12.82%
30,525,029
+12,434
5
$405M 10.44%
23,173,442
6
$215M 5.53%
1,237,274
-33,536
7
$72M 1.86%
1,124,700
+75,645
8
$45M 1.16%
652,000
+202,405
9
$315K 0.01%
4,029