Zevin Asset Management LLC Portfolio Holdings
Zevin Asset Management LLC
- $647 Million
- Q3 2024
Zevin Asset Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $647 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mercadolibre Inc with a value of $34.4M, Apple Inc. with a value of $34M, Microsoft Corp with a value of $29M, Automatic Data Processing Inc with a value of $27.6M, and Visa Inc. with a value of $27.3M.
Examining the 13F form we can see an increase of $29M in the current position value, from $618M to 647M.
Below you can find more details about Zevin Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$647 Million
Technology: $128 Million
Consumer Cyclical: $94.5 Million
Consumer Defensive: $78 Million
Industrials: $72.2 Million
Financial Services: $70.6 Million
Healthcare: $59.8 Million
Communication Services: $38.7 Million
Basic Materials: $31.2 Million
Other: $30.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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