Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 90 | 556,904,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple | COM | 1 | $27,941,000 | 145,123 | 5.02 | 4.93 | 1,971 | 1.38 | 12-31-2023 |
| Mercadolibre | COM | 2 | $27,720,000 | 17,639 | 4.98 | 4.49 | 18 | 0.10 | 12-31-2023 |
| Microsoft | COM | 3 | $26,788,000 | 71,237 | 4.81 | 4.46 | 915 | 1.30 | 12-31-2023 |
| VISA | COM | 4 | $26,722,000 | 102,641 | 4.80 | 4.78 | -836 | -0.81 | 12-31-2023 |
