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

Top Buys

1 +$1.23M
2 +$1.12M
3 +$1.04M
4
DOC icon
Healthpeak Properties
DOC
+$944K
5
PNC icon
PNC Financial Services
PNC
+$915K

Top Sells

1 +$1.52M
2 +$1.24M
3 +$669K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$298K
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