Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 07-29-2024 | 06-30-2024 | 79 | 617,573,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple | COM | 1 | $30,933,000 | 146,868 | 5.01 | 4.21 | -600 | -0.41 | 06-30-2024 |
| Microsoft | COM | 2 | $30,087,000 | 67,316 | 4.87 | 4.89 | -2,598 | -3.72 | 06-30-2024 |
| Mercadolibre | COM | 3 | $28,305,000 | 17,223 | 4.58 | 4.38 | -176 | -1.01 | 06-30-2024 |
| VISA | COM | 4 | $25,999,000 | 99,056 | 4.21 | 4.63 | -648 | -0.65 | 06-30-2024 |
