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
$3.32B
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$11.6M
3 +$6.85M
4
MYRG icon
MYR Group
MYRG
+$5.54M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.97M

Top Sells

1 +$9.03M
2 +$8.95M
3 +$8.95M
4
IFF icon
International Flavors & Fragrances
IFF
+$8.3M
5
PWR icon
Quanta Services
PWR
+$7.99M

Sector Composition

1 Technology 27.7%
2 Healthcare 13.16%
3 Financials 12.8%
4 Consumer Discretionary 11.82%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$207K 0.01%
+1,931
227
-1,164
228
-454