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Trillium Asset Management Corporation - Investor Profile
Primary Address: | Investor Information: | |
| 711 Atlantic Avenue | Total AUM ($MM): | Login to Access |
| Boston, MA 02111 | Equity AUM ($MM): | Login to Access |
| Phone: Login to Access | Investment Style: | Login to Access |
| Fax: Login to Access | Orientation: | Login to Access |
| Investor Type: | Login to Access | |
Institutional Investor Background
Trillium Asset Management Corporation is a socially-responsible investment management firm that believes investing can promote social and economic justice. Founded in 1982, Trillium is a majority...
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Founders and Key Executives of Trillium Asset Management Corporation: Matthew Patsky; Cheryl I. Smith; Joan L. Bavaria*
Entities related to Trillium Asset Management Corporation: Wainwright Bank & Trust Company; Green Century Balanced mutual fund
*Denotes that the person or entity is no longer related to the firm.
Trillium Asset Management Corporation's Top 10 Equity Holdings (as of 2011-06-30)
Trillium Asset Management Corporation's Top 10 Equity Holdings (as of 2011-06-30)
| Value | ||||
| Company (Ticker) | ($MM) | Shares | Change | % Out |
| International Business Machines Corp (IBM) | 19.72 | 114,935 | -1,798 | 0.01 |
| Apple Inc (AAPL) | 15.94 | 47,487 | -696 | 0.01 |
| Unitedhealth Group Inc (UNH) | 15.66 | 303,570 | 3,416 | 0.03 |
| Oracle Corp (ORCL) | 13.12 | 398,659 | 32,152 | 0.01 |
| Chubb Corp (CB) | 12.92 | 206,273 | -2,861 | 0.07 |
| United Parcel Service Inc (UPS) | 12.89 | 176,758 | 1,280 | 0.02 |
| Whole Foods Market Inc (WFM) | 11.99 | 189,022 | 189,022 | 0.11 |
| Apache Corp (APA) | 11.02 | 89,273 | -5,966 | 0.02 |
| Vodafone Group Plc (ADR) (VOD) | 9.92 | 371,193 | 110,259 | 0.01 |
| J P Morgan Chase (JPM) | 9.77 | 238,541 | -49,392 | 0.01 |
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