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

Top Buys

1 +$3.79M
2 +$2.61M
3 +$1.86M
4
AOS icon
A.O. Smith
AOS
+$320K
5
ADI icon
Analog Devices
ADI
+$303K

Top Sells

1 +$3.81M
2 +$3.56M
3 +$3.3M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
AAPL icon
Apple
AAPL
+$810K

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