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
$380M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$8.44M
3 +$7.54M
4
EBAY icon
eBay
EBAY
+$6.85M
5
TGNA icon
TEGNA Inc
TGNA
+$3.4M

Top Sells

1 +$5.49M
2 +$4.42M
3 +$3.84M
4
CNP icon
CenterPoint Energy
CNP
+$3.05M
5
INTC icon
Intel
INTC
+$2.78M

Sector Composition

1 Healthcare 18.35%
2 Technology 15.82%
3 Consumer Discretionary 15.4%
4 Industrials 10.87%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-30,424
102
-331,725
103
-18,460
104
-7,927
105
-10,995