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
$679M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$4.18M
3 +$3.97M
4
MSFT icon
Microsoft
MSFT
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.64M

Top Sells

1 +$8.39M
2 +$6.95M
3 +$359K
4
EL icon
Estee Lauder
EL
+$322K
5
OMC icon
Omnicom Group
OMC
+$269K

Sector Composition

1 Technology 27.55%
2 Consumer Discretionary 13.71%
3 Financials 13.44%
4 Consumer Staples 11.31%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,436
77
-2,600