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
$310M
AUM Growth
-$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$2.16M
3 +$476K
4
SFM icon
Sprouts Farmers Market
SFM
+$330K
5
DLR icon
Digital Realty Trust
DLR
+$292K

Top Sells

1 +$11.9M
2 +$8.28M
3 +$6.45M
4
EXPD icon
Expeditors International
EXPD
+$3.16M
5
TIF
Tiffany & Co.
TIF
+$2.56M

Sector Composition

1 Healthcare 17.28%
2 Consumer Discretionary 15.25%
3 Technology 12.06%
4 Communication Services 11.5%
5 Consumer Staples 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000