Zevin Asset Management LLC Portfolio Holdings
Zevin Asset Management LLC
- $631 Million
- Q1 2025
Zevin Asset Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $631 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $32.2M, Apple Inc. with a value of $31.8M, Mercadolibre Inc with a value of $31.8M, Automatic Data Processing Inc with a value of $28.7M, and Microsoft Corp with a value of $27.6M.
Examining the 13F form we can see an decrease of $48.5M in the current position value, from $679M to 631M.
Below you can find more details about Zevin Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$631 Million
Technology: $134 Million
Financial Services: $87.9 Million
Consumer Cyclical: $87.2 Million
Healthcare: $71.5 Million
Consumer Defensive: $67.4 Million
Industrials: $61.5 Million
Communication Services: $32.1 Million
Basic Materials: $25.3 Million
Other: $23.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|