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
$1.33B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.48M
2 +$6.62M
3 +$6.52M
4
COO icon
Cooper Companies
COO
+$5.13M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.91M

Top Sells

1 +$16.7M
2 +$9.89M
3 +$4.25M
4
ALLE icon
Allegion
ALLE
+$3.83M
5
PLNT icon
Planet Fitness
PLNT
+$3.51M

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 Change
in Stake
Capital Flow
51
-270,161