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
$394M
AUM Growth
-$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.81M
3
+$2.12M
4
TSM icon
TSMC
TSM
+$2.11M
5
BMI icon
Badger Meter
BMI
+$806K

Top Sells

1
+$37M
2
+$6.29M
3
+$3.35M
4
WAT icon
Waters Corp
WAT
+$1.94M
5
PODD icon
Insulet
PODD
+$1.65M

Sector Composition

1 Technology 29.55%
2 Healthcare 22.35%
3 Industrials 14.71%
4 Consumer Discretionary 10.03%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 1.41%
190,000
-30,000
27
$5.06M 1.28%
20,500
28
$4.42M 1.12%
260,000
29
$4.39M 1.11%
50,000
30
$3.71M 0.94%
50,000
31
$3.43M 0.87%
70,000
32
$3.3M 0.84%
20,000
-10,000
33
$3.01M 0.76%
140,000
34
$2.1M 0.53%
12,500
-2,500
35
$2.03M 0.51%
15,000
-5,000
36
$1.81M 0.46%
10,000
37
– –
-197,000
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