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
$343M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$2.64M
3 +$1.79M
4
AOS icon
A.O. Smith
AOS
+$352K
5
AMAT icon
Applied Materials
AMAT
+$317K

Top Sells

1 +$3.69M
2 +$3.35M
3 +$3.28M
4
AMZN icon
Amazon
AMZN
+$1.47M
5
AAPL icon
Apple
AAPL
+$748K

Sector Composition

1 Consumer Discretionary 13.83%
2 Technology 13.11%
3 Communication Services 12.48%
4 Financials 12.19%
5 Consumer Staples 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,640