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
$310M
AUM Growth
-$327K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$363K
3 +$279K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$277K
5
GEN icon
Gen Digital
GEN
+$248K

Top Sells

1 +$2.84M
2 +$2.03M
3 +$1.47M
4
ADP icon
Automatic Data Processing
ADP
+$1.39M
5
AMCR icon
Amcor
AMCR
+$1.06M

Sector Composition

1 Consumer Discretionary 14.5%
2 Communication Services 13.6%
3 Technology 13.33%
4 Consumer Staples 12.75%
5 Financials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,545
77
-5,374