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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 $3,670,573,556
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 607,872 $228,583,648 6.22%
2.
Apple Inc.
 AAPL 877,287 $168,904,369 4.6%
3.
Alphabet Inc.
 GOOG 1,047,123 $146,272,452 3.98%
4.
Nvidia Corp
 NVDA 1,764,490 $87,380,794 2.38%
5.
Mastercard Inc
 MA 188,952 $80,590,081 2.19%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)