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
$555M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.96M
2 +$885K
3 +$857K
4
MSFT icon
Microsoft
MSFT
+$642K
5
EMR icon
Emerson Electric
EMR
+$510K

Top Sells

1 +$3.44M
2 +$2.91M
3 +$2.88M
4
T icon
AT&T
T
+$2.15M
5
DHR icon
Danaher
DHR
+$1.67M

Sector Composition

1 Technology 17.72%
2 Consumer Discretionary 14.49%
3 Financials 12.11%
4 Consumer Staples 10.76%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,880
77
-1,882
78
-559
79
-2,775
80
-3,050