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

Top Buys

1
+$3.07M
2
+$336K
3
+$288K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$269K
5
GEN icon
Gen Digital
GEN
+$245K

Top Sells

1
+$2.71M
2
+$1.99M
3
+$1.53M
4
ADP icon
Automatic Data Processing
ADP
+$1.42M
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
1 2 3
4