TFM

Trian Fund Management Portfolio holdings

AUM $3.98B
1-Year Est. Return 28.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$136K

Top Sells

1
+$123M
2
+$43.9M
3
+$18.7M

Sector Composition

1 Financials 38.73%
2 Industrials 34.64%
3 Healthcare 16.93%
4 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.24B 32.64%
31,867,800
2
$1.04B 27.36%
4,030,213
3
$642M 16.93%
8,462,819
4
$348M 9.17%
30,434,794
+11,111
5
$237M 6.24%
1,086,357
+77,592
6
$231M 6.08%
14,628,455
-8,544,987
7
$21.4M 0.56%
353,335
-298,665
8
$18.4M 0.48%
338,031
-786,669
9
$298K 0.01%
4,029