TIM

Triodos Investment Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 11.93%
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$12.7M
3
+$6.51M
4
FSLR icon
First Solar
FSLR
+$5.1M
5
ENPH icon
Enphase Energy
ENPH
+$3.75M

Top Sells

1
+$26.5M
2
+$6.94M
3
+$3.81M
4
DE icon
Deere & Co
DE
+$2.49M
5
PLNT icon
Planet Fitness
PLNT
+$2.21M

Sector Composition

1 Technology 30.16%
2 Industrials 23.71%
3 Healthcare 14.47%
4 Consumer Staples 10.07%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.8M 1.88%
178,000
27
$22.2M 1.82%
84,800
28
$20M 1.64%
137,700
29
$20M 1.64%
140,000
30
$19M 1.56%
956,479
-16,600
31
$18.8M 1.55%
220,000
32
$18.7M 1.54%
801,000
33
$18.4M 1.51%
90,000
+7,000
34
$18.1M 1.48%
122,000
+20,000
35
$16.9M 1.39%
177,100
+4,650
36
$16.7M 1.37%
270,161
+60,850
37
$16.2M 1.33%
550,000
38
$15.2M 1.25%
181,000
+152,000
39
$12.4M 1.02%
65,000
40
$10.7M 0.88%
79,000
+19,000
41
$3.28M 0.27%
26,000
-3,000
42
$3.22M 0.26%
52,500
+10,500
43
$3.12M 0.26%
29,500
+5,750
44
$2.79M 0.23%
22,000
45
$2.64M 0.22%
42,500
+7,500
46
$2.63M 0.22%
79,700
+3,700
47
$2.23M 0.18%
90,000
-3,000
48
$1.26M 0.1%
+32,500
49
$1.1M 0.09%
+3,500
50
$387K 0.03%
8,700
-594,534
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