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
$2.24B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$6.96M
3 +$6.7M
4
XYL icon
Xylem
XYL
+$5.04M
5
KEY icon
KeyCorp
KEY
+$5.02M

Top Sells

1 +$11.8M
2 +$10.8M
3 +$9.69M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.77M
5
VRSK icon
Verisk Analytics
VRSK
+$5.55M

Sector Composition

1 Technology 19.24%
2 Financials 17.58%
3 Healthcare 13.06%
4 Consumer Discretionary 11.23%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,002