ZEVIN ASSET MANAGEMENT LLC
RIA/Wealth
ZEVIN ASSET MANAGEMENT LLC is a RIA/Wealth based in Boston, MA led by Sonia Larissa Kowal, reporting $892.9M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
PresidentSonia Larissa Kowal
- Portfolio Value
- $574.0M
- Positions
- 78
- Top Holding
- MSFT at 6.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ZEVIN ASSET MANAGEMENT LLC's portfolio (49.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $36.8M | 6.42% | -$1.1M Sold | 0.00% 71.1K shares | |
Specialty Retail Consumer Cyclical | $33.5M | 5.84% | -$423.0K Sold | 0.03% 14.3K shares | |
Consumer Electronics Technology | $32.5M | 5.67% | -$2.2M Sold | 0.00% 127.8K shares | |
Financial - Credit Services Financial Services | $29.7M | 5.18% | -$1.5M Sold | 0.00% 87.0K shares | |
Internet Content & Information Communication Services | $27.2M | 4.74% | -$419.1K Sold | 0.00% 111.8K shares | |
Apparel - Retail Consumer Cyclical | $25.9M | 4.51% | -$2.0M Sold | 0.02% 179.2K shares | |
Specialty Retail Consumer Cyclical | $25.7M | 4.48% | -$243.7K Sold | 0.00% 117.1K shares | |
Semiconductors Technology | $24.6M | 4.28% | +$1.3M Bought | 0.00% 131.8K shares | |
Staffing & Employment Services Industrials | $24.1M | 4.19% | -$3.5M Sold | 0.02% 82.0K shares | |
Discount Stores Consumer Defensive | $22.5M | 3.92% | -$670.2K Sold | 0.01% 24.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ZEVIN ASSET MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-24.37% | |
-22.62% | |
-16.95% | |
-12.57% |
Analytics
Portfolio insights and performance metrics for ZEVIN ASSET MANAGEMENT LLC
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