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
$360M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$8.6M
2 +$7.65M
3 +$4.62M
4
ILMN icon
Illumina
ILMN
+$2.59M
5
GSK icon
GSK
GSK
+$723K

Top Sells

1 +$6.91M
2 +$6.25M
3 +$1.46M
4
EBAY icon
eBay
EBAY
+$473K
5
ULTA icon
Ulta Beauty
ULTA
+$440K

Sector Composition

1 Healthcare 18.09%
2 Technology 15.99%
3 Consumer Discretionary 12.74%
4 Industrials 10.89%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-44,130
102
-3,304