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
$497M
AUM Growth
-$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$6.89M
2 +$6.46M
3 +$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.45M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.14M

Top Sells

1 +$7.16M
2 +$4.13M
3 +$515K
4
OMC icon
Omnicom Group
OMC
+$247K
5
PYPL icon
PayPal
PYPL
+$207K

Sector Composition

1 Technology 17.63%
2 Financials 14.13%
3 Consumer Discretionary 13.44%
4 Consumer Staples 12.66%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,600