TIM
Triodos Investment Management Portfolio holdings
AUM
$1.33B
This Quarter Return
+11.99%
1 Year Return
+10.22%
3 Year Return
+90.24%
5 Year Return
+140.59%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$1.33B
(+9.4%)
Cap. Flow
-$9.33M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
41.41%
Holding
51
New
1
Increased
29
Reduced
12
Closed
1
Top Buys
| 1 |
Carlisle Companies
CSL
|
$7.52M |
| 2 |
Zebra Technologies
ZBRA
|
$7.4M |
| 3 |
Universal Display
OLED
|
$7.3M |
| 4 |
Cooper Companies
COO
|
$4.77M |
| 5 |
First Solar
FSLR
|
$4.23M |
Top Sells
| 1 |
Enphase Energy
ENPH
|
$16.7M |
| 2 |
Deere & Co
DE
|
$10.3M |
| 3 |
NVIDIA
NVDA
|
$5.34M |
| 4 |
Allegion
ALLE
|
$4.04M |
| 5 |
Planet Fitness
PLNT
|
$3.82M |
Sector Composition
| 1 | Technology | 33.82% |
| 2 | Industrials | 23.03% |
| 3 | Healthcare | 13.87% |
| 4 | Consumer Staples | 9.16% |
| 5 | Consumer Discretionary | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Enphase Energy
ENPH
$4.83B
| – | – |
-270,161
| Closed | -$16.7M |
|