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

Top Buys

1 +$6.21M
2 +$5.97M
3 +$1.71M
4
MSFT icon
Microsoft
MSFT
+$1.39M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Top Sells

1 +$7.08M
2 +$3.96M
3 +$522K
4
OMC icon
Omnicom Group
OMC
+$247K
5
KO icon
Coca-Cola
KO
+$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