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
$448M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.35M
3
+$5.22M
4
XYL icon
Xylem
XYL
+$5.18M
5
SBUX icon
Starbucks
SBUX
+$2.83M

Top Sells

1
+$11.1M
2
+$1.21M
3
+$1.1M
4
JLL icon
Jones Lang LaSalle
JLL
+$992K
5
TDOC icon
Teladoc Health
TDOC
+$921K

Sector Composition

1 Technology 31.49%
2 Healthcare 19.63%
3 Industrials 15.13%
4 Consumer Discretionary 11.54%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.09M 1.36%
315,000
+15,000
27
$5.71M 1.27%
21,525
+1,025
28
$5.48M 1.22%
52,000
+2,000
29
$5.17M 1.15%
273,000
+13,000
30
$4.02M 0.9%
155,000
+15,000
31
$3.95M 0.88%
53,000
+3,000
32
$3.77M 0.84%
22,000
+2,000
33
$3.07M 0.69%
11,000
+1,000
34
$2.78M 0.62%
13,500
+1,000
35
$2.63M 0.59%
17,000
+2,000
36
$318K 0.07%
1,360
-47,350
1
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