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
$601M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$8.04M
3 +$6.86M
4
EL icon
Estee Lauder
EL
+$4.42M
5
KUB
KUBOTA CORPORATION (ONE ADS REP 5 SHS COM)
KUB
+$1.74M

Top Sells

1 +$4.88M
2 +$3.83M
3 +$2.12M
4
UPS icon
United Parcel Service
UPS
+$1.51M
5
COST icon
Costco
COST
+$1.28M

Sector Composition

1 Technology 21.13%
2 Consumer Discretionary 14.16%
3 Consumer Staples 12.8%
4 Financials 12.78%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-624
77
-79,469
78
-101,543
79
-3,830