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
$557M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Sells

1 +$1.4M
2 +$1.16M
3 +$593K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$286K
5
INTC icon
Intel
INTC
+$221K

Sector Composition

1 Technology 17.63%
2 Consumer Discretionary 14.4%
3 Financials 13.7%
4 Consumer Staples 12.41%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,215
77
-3,480