ZAM

Zevin Asset Management Portfolio holdings

AUM $746M
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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 +$16.2M
2 +$13.9M
3 +$10.7M
4
EMR icon
Emerson Electric
EMR
+$10.4M
5
CHL
China Mobile Limited
CHL
+$9.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.8%
2 Industrials 13.31%
3 Consumer Discretionary 7.07%
4 Healthcare 6.67%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.08%
+3,617
77
$218K 0.08%
+4,340
78
$217K 0.08%
+2,000
79
$202K 0.07%
+3,421
80
$201K 0.07%
+5,818