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
$522M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$2.55M
3 +$1.27M
4
VZ icon
Verizon
VZ
+$1.12M
5
MELI icon
Mercado Libre
MELI
+$1.08M

Top Sells

1 +$7.24M
2 +$4.23M
3 +$1.16M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$762K
5
ABBV icon
AbbVie
ABBV
+$725K

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.01%
3 Financials 12.69%
4 Consumer Staples 11.49%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-80,689