TIM

Triodos Investment Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 20.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.5M
3
+$17.1M
4
WTS icon
Watts Water Technologies
WTS
+$14.7M
5
EW icon
Edwards Lifesciences
EW
+$7.36M

Top Sells

1
+$22.3M
2
+$7.85M
3
+$4.22M
4
PLNT icon
Planet Fitness
PLNT
+$2.82M
5
MWA icon
Mueller Water Products
MWA
+$1.14M

Sector Composition

1 Technology 32.1%
2 Industrials 22.38%
3 Healthcare 14.18%
4 Consumer Staples 11.62%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-167,000
52
– –
-345,000
1 2
3