TFM

Trian Fund Management Portfolio holdings

AUM $3.86B
1-Year Est. Return 26.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.11B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$22.9K

Top Sells

1
+$21.4M
2
+$18.4M

Sector Composition

1 Financials 42.71%
2 Industrials 35.46%
3 Healthcare 15.05%
4 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.42B 34.54%
31,867,800
2
$1.21B 29.52%
4,030,213
3
$618M 15.04%
8,462,819
4
$336M 8.17%
14,628,455
5
$279M 6.79%
30,437,023
+2,229
6
$244M 5.94%
1,086,357
7
$303K 0.01%
4,029
8
– –
-353,335
9
– –
-338,031