TAM

Trillium Asset Management Portfolio holdings

AUM $3.27B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.95M
3
+$3.95M
4
NVDA icon
NVIDIA
NVDA
+$3.56M
5
CRM icon
Salesforce
CRM
+$2.25M

Top Sells

1
+$14M
2
+$8.72M
3
+$7.35M
4
TSCO icon
Tractor Supply
TSCO
+$7.12M
5
AAPL icon
Apple
AAPL
+$6.78M

Sector Composition

1 Technology 24.25%
2 Financials 15.21%
3 Healthcare 12.33%
4 Consumer Discretionary 11.74%
5 Industrials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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