ZAM
Zevin Asset Management Portfolio holdings
AUM
$687M
1-Year Est. Return
16.52%
1 Year Est. Return
+16.52%
AUM
$687M
AUM Growth
-$7.75M
(-1.1%)
Holding
99
Top Buys
| 1 | +$7.38M | |
| 2 | +$1.26M | |
| 3 | +$491K | |
| 4 |
Tesla
TSLA
|
+$342K |
| 5 |
Morgan Stanley
MS
|
+$323K |
Top Sells
| 1 | +$4.13M | |
| 2 | +$3.46M | |
| 3 | +$2.26M | |
| 4 |
Apple
AAPL
|
+$2.25M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.2M |
Sector Composition
| 1 | Technology | 27.95% |
| 2 | Consumer Discretionary | 13.73% |
| 3 | Financials | 13.07% |
| 4 | Healthcare | 9.68% |
| 5 | Consumer Staples | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Goldman Sachs
GS
$251B
| $257K | 0.04% |
+323
|
|
||
77
W.W. Grainger
GWW
$46.2B
| $253K | 0.04% |
266
|
|
||
78
Southern Company
SO
$96.9B
| $251K | 0.04% |
2,650
|
|
||
79
Meta Platforms (Facebook)
META
$1.61T
| $250K | 0.04% |
+341
|
|
||
80
Brookfield Renewable
BEP
$7.92B
| $245K | 0.04% |
9,483
|
|
||
81
Johnson & Johnson
JNJ
$495B
| $234K | 0.03% |
+1,262
|
|
||
82
Vanguard ESG International Stock ETF
VSGX
$5.38B
| $234K | 0.03% |
3,372
+274
|
|
||
83
MongoDB
MDB
$33B
| $219K | 0.03% |
+706
|
|
||
84
Marvell Technology
MRVL
$86.4B
| $211K | 0.03% |
+2,508
|
|
||
85
Celsius Holdings
CELH
$10.8B
| $209K | 0.03% |
+3,628
|
|
||
86
Adobe
ADBE
$137B
| $204K | 0.03% |
+577
|
|
||
87
iShares MSCI KLD 400 Social ETF
DSI
$5.04B
| – | – |
-2,003
|
|