TFM

Trian Fund Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$36.6M
2
+$1.48M

Sector Composition

1 Financials 40.25%
2 Industrials 28.84%
3 Healthcare 17.23%
4 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.15B 30.84%
31,867,800
2
$807M 21.59%
4,030,213
3
$644M 17.23%
8,462,819
4
$445M 11.91%
30,423,683
-101,346
5
$352M 9.41%
23,173,442
6
$162M 4.33%
1,008,765
-228,509
7
$66.6M 1.78%
1,124,700
8
$42.6M 1.14%
652,000
9
$325K 0.01%
4,029