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% | $2.769T | 12.76% | 71.16% | 10.62x |
| Warby Parker, Inc. (WRBY) | 4.96% | $1.072B | 14.16% | 52.76% | 2.30x |
| Lemonade, Inc. (LMND) | 4.65% | $1.224B | 71.28% | N/A | 2.54x |
| Intel Corp. (INTC) | 3.65% | $176.735B | -7.69% | 42.51% | 3.37x |
| lululemon athletica, Inc. (LULU) | 3.57% | $55.483B | 18.24% | 58.69% | 5.45x |
| Adobe, Inc. (ADBE) | 3.55% | $274.191B | 11.56% | 87.27% | 13.58x |
| Cava Group, Inc. (CAVA) | 3.49% | $4.097B | N/A | 18.77% | 5.11x |
| Natura &Co Holding SA (NTCO3) | 3.43% | $4.771B | -16.51% | 59.24% | 0.66x |
| International Business Machines Corp. (IBM) | 3.38% | $147.368B | 4.57% | 53.84% | 2.90x |
| RTX Corp. (RTX) | 3.38% | $118.900B | -20.57% | 5.30% | 2.05x |
| Ecolab, Inc. (ECL) | 3.37% | $54.177B | 7.87% | 41.23% | 3.77x |
| Brookfield Renewable Partners LP (BEP.UT) | 3.35% | $7.163B | 10.19% | 17.63% | 11.02x |
| NFI Group, Inc. (NFI) | 3.25% | $1.215B | 41.76% | 7.00% | 0.78x |
| Starbucks Corp. (SBUX) | 3.23% | $108.600B | 11.48% | 24.28% | 3.49x |
| UnitedHealth Group, Inc. (UNH) | 3.21% | $508.949B | 14.18% | N/A | 1.51x |
| NVIDIA Corp. (NVDA) | 3.18% | $1.150T | 205.51% | 73.95% | 22.35x |
| Marriott International, Inc. (MAR) | 3.15% | $59.534B | 11.58% | 22.79% | 3.02x |
| Costco Wholesale Corp. (COST) | 3.12% | $268.013B | 9.50% | 12.31% | 0.98x |
| WillScot Mobile Mini Holdings Corp. (WSC) | 3.02% | $7.828B | 0.11% | 53.21% | 5.12x |
| Johnson & Johnson (JNJ) | 3.00% | $381.674B | -10.36% | 69.53% | 4.23x |
| Alphabet, Inc. (GOOGL) | 2.98% | $1.533T | 12.04% | 56.70% | 5.30x |
| PepsiCo, Inc. (PEP) | 2.94% | $230.895B | 6.72% | 54.67% | 3.04x |
| First Solar, Inc. (FSLR) | 2.93% | $16.603B | 27.37% | 46.84% | 5.09x |
| Unilever Plc (ULVR) | 2.86% | $119.652B | 13.72% | 40.23% | 2.53x |
| Tesla, Inc. (TSLA) | 2.82% | $758.872B | 8.84% | 17.89% | 8.93x |
| Mattel, Inc. (MAT) | 2.61% | $6.676B | 9.28% | 50.16% | 1.93x |
Market data by FactSet