TAM

Trillium Asset Management Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$12.3M
2
+$6.81M
3
+$4.52M
4
NVDA icon
NVIDIA
NVDA
+$4.14M
5
CRM icon
Salesforce
CRM
+$2.58M

Top Sells

1
+$14.2M
2
+$9.13M
3
+$7.36M
4
AAPL icon
Apple
AAPL
+$7.19M
5
TSCO icon
Tractor Supply
TSCO
+$7.11M

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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240
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