Zevin Asset Management LLC Portfolio Holdings
Zevin Asset Management LLC
- $679 Million
- Q4 2024
Zevin Asset Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $679 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.2M, Visa Inc. with a value of $33.7M, Microsoft Corp with a value of $31.8M, Automatic Data Processing Inc with a value of $30.9M, and Mercadolibre Inc with a value of $29.8M.
Examining the 13F form we can see an increase of $32.8M in the current position value, from $647M to 679M.
Below you can find more details about Zevin Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$679 Million
Technology: $156 Million
Consumer Cyclical: $93.1 Million
Financial Services: $81.1 Million
Consumer Defensive: $76.9 Million
Industrials: $69.3 Million
Healthcare: $57.8 Million
Communication Services: $46.3 Million
Basic Materials: $25.4 Million
Other: $32.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|