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
$326M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$563K
3 +$410K
4
BKNG icon
Booking.com
BKNG
+$359K
5
GILD icon
Gilead Sciences
GILD
+$357K

Top Sells

1 +$783K
2 +$706K
3 +$410K
4
COST icon
Costco
COST
+$350K
5
WAB icon
Wabtec
WAB
+$340K

Sector Composition

1 Consumer Discretionary 14.46%
2 Communication Services 14.33%
3 Technology 13.79%
4 Consumer Staples 11.87%
5 Financials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,730