ZAM

Zevin Asset Management Portfolio holdings

AUM $695M
1-Year Est. Return 17.34%
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$13.1M
3 +$10.8M
4
EMR icon
Emerson Electric
EMR
+$10.1M
5
CHL
China Mobile Limited
CHL
+$9.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.8%
2 Industrials 13.31%
3 Consumer Discretionary 7.07%
4 Healthcare 6.77%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.08%
+4,000
77
$219K 0.08%
+3,617
78
$218K 0.08%
+4,340
79
$217K 0.08%
+2,000
80
$202K 0.07%
+3,421
81
$201K 0.07%
+5,818