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
$452M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$5.54M
2 +$2.24M
3 +$2.22M
4
HDB icon
HDFC Bank
HDB
+$1.3M
5
KR icon
Kroger
KR
+$903K

Top Sells

1 +$2.78M
2 +$458K
3 +$448K
4
DIS icon
Walt Disney
DIS
+$311K
5
MA icon
Mastercard
MA
+$289K

Sector Composition

1 Consumer Discretionary 16.21%
2 Technology 15.52%
3 Communication Services 13.45%
4 Financials 11.39%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-427
77
-1,719
78
-14,480
79
-810
80
-973