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Home > Institutional Investor > Zevin Asset Management Llc > Profile

Instuitional Investor - Zevin Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Zevin Asset Management Llc
Portfolio Value $630,875
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Visa Inc.
 V 91,890 $32,204 5.1%
2.
Mercadolibre Inc
 MELI 16,313 $31,825 5.04%
3.
Apple Inc.
 AAPL 143,124 $31,792 5.04%
4.
Automatic Data Processing Inc
 ADP 94,073 $28,742 4.56%
5.
Microsoft Corp
 MSFT 73,534 $27,604 4.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)