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
$744M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$4.27M
3
+$3.97M
4
WOLF icon
Wolfspeed
WOLF
+$2.02M
5
TE
T1 Energy Inc
TE
+$1.97M

Top Sells

1
+$4.42M
2
+$1.88M
3
+$1.36M
4
PYPL icon
PayPal
PYPL
+$1.18M
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 38.57%
2 Healthcare 17.01%
3 Industrials 12.79%
4 Consumer Discretionary 11.98%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.72%
75,000
+25,000
27
$11.4M 1.53%
40,000
28
$11.3M 1.51%
300,000
-50,000
29
$11M 1.47%
325,000
+50,000
30
$10.7M 1.44%
200,000
31
$10.7M 1.44%
125,000
32
$9.51M 1.28%
75,000
+10,000
33
$8.67M 1.17%
50,000
34
$8.56M 1.15%
200,000
35
$6.66M 0.9%
100,000
36
$3.18M 0.43%
9,600
37
$1.97M 0.27%
+200,000
1
2