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
$426M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$9.67M
2 +$3.6M
3 +$911K
4
PYPL icon
PayPal
PYPL
+$543K
5
EXPD icon
Expeditors International
EXPD
+$411K

Top Sells

1 +$4.98M
2 +$1.27M
3 +$1.26M
4
UPS icon
United Parcel Service
UPS
+$789K
5
UN
Unilever NV New York Registry Shares
UN
+$402K

Sector Composition

1 Consumer Discretionary 17.75%
2 Technology 15.23%
3 Communication Services 12.33%
4 Consumer Staples 10.69%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-333
77
-22,594
78
-4,500
79
-1,663
80
-6,650