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
$335M
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.61M
3
+$450K
4
AOS icon
A.O. Smith
AOS
+$382K
5
IRM icon
Iron Mountain
IRM
+$311K

Top Sells

1
+$12.2M
2
+$3.64M
3
+$3.24M
4
ADP icon
Automatic Data Processing
ADP
+$2.2M
5
UL icon
Unilever
UL
+$2.19M

Sector Composition

1 Consumer Discretionary 15.65%
2 Technology 13.37%
3 Financials 11.09%
4 Consumer Staples 10.43%
5 Communication Services 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.06%
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