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
$353M
AUM Growth
-$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$5.42M
3 +$4.76M
4
NVS icon
Novartis
NVS
+$1.49M
5
F icon
Ford
F
+$371K

Top Sells

1 +$6.63M
2 +$6.31M
3 +$5.51M
4
GAS
AGL Resources Inc
GAS
+$3.08M
5
SPWR
SunPower Corporation Common Stock
SPWR
+$3.08M

Sector Composition

1 Technology 17.83%
2 Healthcare 17.12%
3 Consumer Discretionary 15.17%
4 Industrials 12.56%
5 Communication Services 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-154,665