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
$440M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$982K
2 +$802K
3 +$712K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$667K
5
V icon
Visa
V
+$606K

Top Sells

1 +$3.17M
2 +$1.85M
3 +$1.69M
4
CVS icon
CVS Health
CVS
+$1.45M
5
ACG
AllianceBernstein Income Fund Inc
ACG
+$1.23M

Sector Composition

1 Technology 15.37%
2 Consumer Discretionary 15.29%
3 Consumer Staples 10.65%
4 Communication Services 8.75%
5 Financials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,156