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  Name: ROBERT BROOKE ZEVIN ASSOCIATES INC
  City: BOSTON
  State: MA
  Zip: 02109
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $556,903,000
  Total Value Change : $59,483,000
  Securities Held Change : 3
   
All Securities Held : 90
  New Positions : 4
  Closed Positions : 4
  Increased Positions : 55
  Unchanged Positions : 12
  Decreased Positions : 19

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 67 New $529.38 $317,000 624 0.06% 317,000 624 0.001    Closed - End Fund - E...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 83 New $477.56 $218,000 365 0.04% 218,000 365 0    Application Software

      2 Records Found
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