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
$632M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.82M
3
+$5.97M
4
PG icon
Procter & Gamble
PG
+$2.9M
5
MWA icon
Mueller Water Products
MWA
+$2.43M

Top Sells

1
+$9.52M
2
+$7.05M
3
+$5.41M
4
TSM icon
TSMC
TSM
+$3.89M
5
RMD icon
ResMed
RMD
+$3.19M

Sector Composition

1 Technology 37.51%
2 Healthcare 15.33%
3 Industrials 13.74%
4 Consumer Discretionary 11.65%
5 Consumer Staples 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.78%
200,000
27
$10.7M 1.69%
45,000
28
$9.21M 1.46%
350,000
+55,000
29
$8.72M 1.38%
200,000
+25,000
30
$8.25M 1.31%
50,000
31
$6.52M 1.03%
25,000
-5,000
32
$6.36M 1.01%
35,000
33
$5.89M 0.93%
75,000
34
$2.37M 0.37%
9,600
35
– –
-15,000
36
– –
-118,600
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