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Trillium News

August 1, 2014

Trillium’s Large Cap Core Strategy Webinar is Available for On-Demand Replay

On July 31, 2014 Trillium hosted a Large Cap Core Strategy Update Webinar with Stephanie Leighton, CFA, who is a Partner and Lead Portfolio Manager for the strategy, and Jonas Kron, Esq., who is Trillium’s Director of Shareholder Advocacy.

The Large Cap Core strategy performed moderately below its benchmark, the S&P 500, for the second quarter of 2014. As of June 30, 2014, the portfolio contained 82 stocks representing all of the ten economic sectors comprising the benchmark S&P 500 index. During the quarter, relative to the sector weights in this benchmark, the portfolio was overweight the Consumer Discretionary sector, modestly overweight the Financials, Industrials, Health Care, and Technology sectors, underweight the Consumer Staples, Energy, Telecommunication Services, and Utilities sectors, and essentially market weight the Materials sector.

*The Top 5 Contributors to performance during the quarter were:

Security Return Contribution
Shire PLC ADR 58.55 0.95
EOG Resouces 19.29 0.31
SanDisk 28.96 0.26
Hess 19.63 0.23
Keurig Green Mntn 18.28 0.18

*The Top 5 Detractors to performance during the quarter were:

Security Return Contribution
ABB Ltd. ADR -7.80 -0.27
Marathon Petroleum -9.88 -0.26
Pentair -8.80 -0.26
Whole Foods -23.64 -0.23
Panera Bread -15.10 -0.18

 

You can download an on-demand replay of the webinar here.

*This information is not intended as investment advice or a recommendation to purchase or sell specific securities. Sector and stock performance included in portfolio commentary reflects a representative account as of 6/30/2014 and excludes cash. Actual holdings will vary for each client and there is no guarantee that a particular client’s account will hold any or all of the securities/sectors listed.