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Home > Institutional Investor > Trillium Asset Management, Llc > Profile

Instuitional Investor - Trillium Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Trillium Asset Management, Llc
Portfolio Value $3,857,647,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 597,853 $251,995,521 6.53%
2.
Nvidia Corp
 NVDA 1,678,163 $225,360,520 5.84%
3.
Apple Inc.
 AAPL 736,215 $184,362,896 4.77%
4.
Alphabet Inc.
 GOOGL 863,403 $163,441,803 4.23%
5.
Mastercard Inc
 MA 166,932 $87,901,056 2.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)