Index Performance
+14.22%
BUSACSR
+7.14%
ESGU
+7.28%
SPY
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 July 26, 2024
CSV download
| Apple, Inc. (AAPL) | 9.90% | $3.34T | -4.31% | 46.58% | 7.05 |
| Warby Parker, Inc. (WRBY) | 6.63% | $1.61B | 16.30% | 54.99% | 2.27 |
| Microsoft Corp. (MSFT) | 5.94% | $3.11T | 17.03% | 70.08% | 13.40 |
| Lemonade, Inc. (LMND) | 4.57% | $1.60B | 25.77% | N/A | 3.18 |
| Tesla, Inc. (TSLA) | 3.77% | $703.62B | 2.30% | 17.95% | 7.04 |
| UnitedHealth Group, Inc. (UNH) | 3.72% | $515.12B | 6.61% | N/A | 1.45 |
| International Business Machines Corp. (IBM) | 3.49% | $176.35B | 1.91% | 57.83% | 3.30 |
| Unilever Plc (ULVR) | 3.41% | $149.75B | 1.14% | 42.24% | 2.28 |
| Johnson & Johnson (JNJ) | 3.39% | $384.20B | -12.12% | 68.99% | 4.27 |
| RTX Corp. (RTX) | 3.39% | $150.86B | 7.68% | 18.15% | 2.40 |
| NFI Group, Inc. (NFI) | 3.38% | $1.42B | 37.42% | 9.54% | 0.77 |
| Mattel, Inc. (MAT) | 3.38% | $6.51B | -0.69% | 49.19% | 1.37 |
| PepsiCo, Inc. (PEP) | 3.27% | $234.91B | 0.80% | 56.06% | 2.87 |
| WillScot Mobile Mini Holdings Corp. (WSC) | 3.25% | $8.18B | 3.84% | 50.92% | 5.33 |
| Adobe, Inc. (ADBE) | 3.19% | $235.96B | 10.47% | 87.94% | 9.73 |
| Brookfield Renewable Partners LP (BEP.UT) | 3.17% | $6.88B | 13.54% | 22.25% | 12.10 |
| Intel Corp. (INTC) | 3.17% | $132.39B | 8.61% | 41.00% | 4.04 |
| Ecolab, Inc. (ECL) | 3.16% | $69.58B | 5.05% | 43.32% | 4.78 |
| Natura &Co Holding SA (NTCO3) | 3.07% | $3.63B | -16.60% | 59.42% | 1.02 |
| Marriott International, Inc. (MAR) | 3.06% | $66.76B | 6.45% | 19.16% | 3.60 |
| Costco Wholesale Corp. (COST) | 3.03% | $361.74B | 9.07% | 12.55% | 1.37 |
| Alphabet, Inc. (GOOGL) | 2.92% | $1.93T | 13.46% | 58.05% | 6.72 |
| Starbucks Corp. (SBUX) | 2.91% | $83.05B | -1.84% | 19.69% | 3.45 |
| NVIDIA Corp. (NVDA) | 2.81% | $2.76T | 262.12% | 78.35% | 27.12 |
| First Solar, Inc. (FSLR) | 2.75% | $23.14B | 44.83% | 43.43% | 4.72 |
| Cava Group, Inc. (CAVA) | 2.71% | $8.92B | 27.54% | 18.55% | 9.00 |
| lululemon athletica, Inc. (LULU) | 2.55% | $29.65B | 10.40% | 57.72% | 4.64 |
Market data by FactSet
