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
$423M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.24M
3
+$1.55M
4
BDX icon
Becton Dickinson
BDX
+$957K
5
ORA icon
Ormat Technologies
ORA
+$762K

Top Sells

1
+$7.38M
2
+$2.69M
3
+$2.27M
4
SEDG icon
SolarEdge
SEDG
+$2.08M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Sector Composition

1 Technology 34.6%
2 Healthcare 20.29%
3 Consumer Discretionary 12.8%
4 Industrials 11.53%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.89M 1.39%
625,000
+75,000
27
$5.83M 1.38%
30,000
+8,000
28
$5.02M 1.19%
270,000
-30,000
29
$4.79M 1.13%
50,000
-7,000
30
$4.49M 1.06%
30,000
+15,000
31
$4.41M 1.04%
140,000
-15,000
32
$4.13M 0.98%
65,000
+12,000
33
$4.09M 0.97%
160,000
-20,000
34
$2.88M 0.68%
15,000
35
$1.94M 0.46%
10,200
36
$1.37M 0.32%
5,000
-5,000
37
– –
-10,000
1
2