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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Healthcare ETF | CEMF | 101 | $279,000 | 1,049 | 0.05 | 0.05 | 0 | 0.00 | 06-30-2024 |
| 3m Company Com | COM | 102 | $275,000 | 2,694 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2024 |
| Grainger Ww Inc. | COM | 103 | $249,000 | 276 | 0.04 | 0.05 | 0 | 0.00 | 06-30-2024 |
| Coca Cola Company | COM | 104 | $244,000 | 3,833 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2024 |
