ZAM
Zevin Asset Management Portfolio holdings
AUM
$695M
1-Year Est. Return
17.34%
1 Year Est. Return
+17.34%
AUM
$695M
AUM Growth
+$64.2M
(+10%)
Holding
89
Top Buys
| 1 | +$7.67M | |
| 2 | +$5.35M | |
| 3 | +$1.88M | |
| 4 |
Amgen
AMGN
|
+$535K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$494K |
Top Sells
| 1 | +$7.76M | |
| 2 | +$5.58M | |
| 3 | +$4.67M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.44M |
| 5 |
Apple
AAPL
|
+$1.34M |
Sector Composition
| 1 | Technology | 26.98% |
| 2 | Financials | 14.19% |
| 3 | Consumer Discretionary | 13.89% |
| 4 | Healthcare | 10% |
| 5 | Consumer Staples | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$97B
| – | – |
-3,711
|
|