TIM

Triodos Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.33M
3
+$1.06M
4
CSCO icon
Cisco
CSCO
+$540K
5
BAX icon
Baxter International
BAX
+$407K

Top Sells

1
+$11.6M
2
+$10.3M
3
+$5.04M
4
FSLR icon
First Solar
FSLR
+$3.17M
5
WOLF icon
Wolfspeed
WOLF
+$2.86M

Sector Composition

1 Technology 24.63%
2 Healthcare 21.73%
3 Industrials 19.28%
4 Communication Services 13.59%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.24M 1.26%
60,000
27
$6.14M 1.24%
285,000
28
$5.69M 1.15%
20,000
29
$5.35M 1.08%
35,000
-33,000
30
$5.23M 1.06%
55,000
-5,000
31
$5M 1.01%
20,500
-42,435
32
$4.95M 1%
105,000
33
$4.73M 0.96%
85,000
-15,000
34
$4.58M 0.93%
80,000
-50,000
35
$4.4M 0.89%
50,000
36
$3.96M 0.8%
315,000
37
$3.24M 0.65%
140,000
38
$2.88M 0.58%
130,000
-20,000
39
$2.76M 0.56%
50,000
40
– –
-100,000
41
– –
-251,200
42
– –
-200,000
1
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