O
BUSA 2160-01

BUSACSR

Index Performance

+3.93%
BUSACSR
+1.75%
SP500
+2.29%
IIUCE

Overview

Description

ESG-focused basket of stocks aiming to outperform the S&P 500 and major ESG portfolios

  • TickerBUSACSR
  • Inception Date09/25/2023
  • WeightingCustom
  • # of holdings27
What's inside?

Holdings

All holdings as of December 1, 2023
CSV download
Apple, Inc. (AAPL)9.91%$3.008T-0.72%45.17%7.16x
Microsoft Corp. (MSFT)7.01%$2.769T12.76%71.16%10.62x
Warby Parker, Inc. (WRBY)4.96%$1.072B14.16%52.76%2.30x
Lemonade, Inc. (LMND)4.65%$1.224B71.28%N/A2.54x
Intel Corp. (INTC)3.65%$176.735B-7.69%42.51%3.37x
lululemon athletica, Inc. (LULU)3.57%$55.483B18.24%58.69%5.45x
Adobe, Inc. (ADBE)3.55%$274.191B11.56%87.27%13.58x
Cava Group, Inc. (CAVA)3.49%$4.097BN/A18.77%5.11x
Natura &Co Holding SA (NTCO3)3.43%$4.771B-16.51%59.24%0.66x
International Business Machines Corp. (IBM)3.38%$147.368B4.57%53.84%2.90x
RTX Corp. (RTX)3.38%$118.900B-20.57%5.30%2.05x
Ecolab, Inc. (ECL)3.37%$54.177B7.87%41.23%3.77x
Brookfield Renewable Partners LP (BEP.UT)3.35%$7.163B10.19%17.63%11.02x
NFI Group, Inc. (NFI)3.25%$1.215B41.76%7.00%0.78x
Starbucks Corp. (SBUX)3.23%$108.600B11.48%24.28%3.49x
UnitedHealth Group, Inc. (UNH)3.21%$508.949B14.18%N/A1.51x
NVIDIA Corp. (NVDA)3.18%$1.150T205.51%73.95%22.35x
Marriott International, Inc. (MAR)3.15%$59.534B11.58%22.79%3.02x
Costco Wholesale Corp. (COST)3.12%$268.013B9.50%12.31%0.98x
WillScot Mobile Mini Holdings Corp. (WSC)3.02%$7.828B0.11%53.21%5.12x
Johnson & Johnson (JNJ)3.00%$381.674B-10.36%69.53%4.23x
Alphabet, Inc. (GOOGL)2.98%$1.533T12.04%56.70%5.30x
PepsiCo, Inc. (PEP)2.94%$230.895B6.72%54.67%3.04x
First Solar, Inc. (FSLR)2.93%$16.603B27.37%46.84%5.09x
Unilever Plc (ULVR)2.86%$119.652B13.72%40.23%2.53x
Tesla, Inc. (TSLA)2.82%$758.872B8.84%17.89%8.93x
Mattel, Inc. (MAT)2.61%$6.676B9.28%50.16%1.93x
Market data by FactSet