Index Performance
+5.90%
BUSACSR
+4.07%
ESGU
+3.68%
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 January 21, 2025
CSV download
| Apple, Inc. (AAPL) | 8.53% | $3.35T | 2.02% | 46.21% | 9.11 |
| Warby Parker, Inc. (WRBY) | 6.57% | $3.06B | 13.30% | 52.38% | 2.58 |
| Microsoft Corp. (MSFT) | 6.38% | $3.19T | 16.04% | 69.35% | 12.72 |
| WillScot Holdings Corp. (WSC) | 3.73% | $7.13B | -0.56% | 49.61% | 4.55 |
| Intel Corp. (INTC) | 3.62% | $93.89B | -6.17% | 15.03% | 2.47 |
| Starbucks Corp. (SBUX) | 3.62% | $111.09B | 0.55% | 21.18% | 3.68 |
| RTX Corp. (RTX) | 3.51% | $167.38B | 49.21% | 20.08% | 2.55 |
| UnitedHealth Group, Inc. (UNH) | 3.41% | $483.14B | 8.83% | N/A | 1.38 |
| NVIDIA Corp. (NVDA) | 3.40% | $3.45T | 93.61% | 74.56% | 30.71 |
| Alphabet, Inc. (GOOGL) | 3.36% | $2.43T | 15.07% | 58.67% | 5.88 |
| Johnson & Johnson (JNJ) | 3.33% | $356.69B | 5.27% | 69.19% | 4.64 |
| Ecolab, Inc. (ECL) | 3.29% | $68.26B | 1.02% | 43.40% | 5.11 |
| Cava Group, Inc. (CAVA) | 3.29% | $13.81B | 38.89% | 19.82% | 16.42 |
| Mattel, Inc. (MAT) | 3.27% | $6.06B | -3.90% | 53.08% | 1.57 |
| Tesla, Inc. (TSLA) | 3.27% | $1.36T | 7.85% | 19.84% | 9.21 |
| First Solar, Inc. (FSLR) | 3.27% | $19.65B | 10.81% | 49.73% | 6.82 |
| International Business Machines Corp. (IBM) | 3.26% | $207.36B | 1.46% | 55.57% | 4.01 |
| Costco Wholesale Corp. (COST) | 3.23% | $420.70B | 7.53% | 12.94% | 1.64 |
| Unilever Plc (ULVR) | 3.22% | $140.05B | 1.14% | N/A | 2.28 |
| lululemon athletica, Inc. (LULU) | 3.19% | $47.31B | 8.73% | 58.43% | 3.70 |
| Marriott International, Inc. (MAR) | 3.18% | $77.18B | 5.52% | 19.65% | 3.40 |
| PepsiCo, Inc. (PEP) | 3.18% | $203.81B | -0.58% | 55.70% | 3.06 |
| Adobe, Inc. (ADBE) | 3.17% | $189.95B | 11.14% | 88.26% | 10.69 |
| NFI Group, Inc. (NFI) | 3.13% | $1.11B | 1.94% | 12.20% | 0.89 |
| Natura &Co Holding SA (NTCO3) | 3.09% | $2.90B | -20.50% | 67.30% | 1.01 |
| Brookfield Renewable Partners LP (BEP.UT) | 2.95% | $13.63B | 13.54% | 22.25% | 12.10 |
| Lemonade, Inc. (LMND) | 2.53% | $2.31B | 15.13% | N/A | 3.05 |
Market data by FactSet
