Index Performance
+4.37%
BUSACSR
+4.30%
ESGU
+3.94%
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 September 13, 2024
CSV download
| Apple, Inc. (AAPL) | 9.91% | $3.38T | 4.87% | 46.26% | 8.49 |
| Microsoft Corp. (MSFT) | 5.90% | $3.20T | 15.67% | 69.76% | 13.71 |
| Warby Parker, Inc. (WRBY) | 5.76% | $1.47B | 13.32% | 54.00% | 2.62 |
| Cava Group, Inc. (CAVA) | 4.08% | $14.01B | 35.05% | 20.83% | 11.81 |
| Tesla, Inc. (TSLA) | 3.87% | $735.69B | 2.30% | 17.95% | 7.04 |
| International Business Machines Corp. (IBM) | 3.86% | $197.85B | 1.91% | 54.37% | 3.30 |
| Starbucks Corp. (SBUX) | 3.82% | $111.70B | -0.62% | 22.19% | 3.03 |
| UnitedHealth Group, Inc. (UNH) | 3.80% | $548.81B | 6.41% | N/A | 1.45 |
| NFI Group, Inc. (NFI) | 3.77% | $1.63B | 31.48% | 11.92% | 0.81 |
| Unilever Plc (ULVR) | 3.59% | $161.59B | 1.14% | 42.24% | 2.28 |
| RTX Corp. (RTX) | 3.49% | $158.46B | 7.68% | 18.15% | 2.40 |
| Lemonade, Inc. (LMND) | 3.49% | $1.30B | 21.13% | N/A | 3.10 |
| Johnson & Johnson (JNJ) | 3.45% | $398.45B | -12.12% | 68.99% | 4.27 |
| Brookfield Renewable Partners LP (BEP.UT) | 3.34% | $7.47B | 26.59% | 21.99% | N/A |
| Costco Wholesale Corp. (COST) | 3.33% | $406.09B | 9.07% | 12.55% | 1.37 |
| PepsiCo, Inc. (PEP) | 3.29% | $243.62B | 0.80% | 56.06% | 2.87 |
| Mattel, Inc. (MAT) | 3.28% | $6.46B | -0.68% | 47.91% | 1.39 |
| Ecolab, Inc. (ECL) | 3.17% | $71.29B | 3.47% | 43.76% | 4.86 |
| Adobe, Inc. (ADBE) | 3.10% | $238.05B | 10.71% | 88.96% | 12.22 |
| WillScot Holdings Corp. (WSC) | 3.04% | $7.38B | 3.87% | 51.11% | 4.51 |
| Marriott International, Inc. (MAR) | 2.94% | $65.24B | 5.99% | 22.53% | 3.39 |
| NVIDIA Corp. (NVDA) | 2.90% | $2.92T | 122.40% | 75.15% | 28.91 |
| Natura &Co Holding SA (NTCO3) | 2.81% | $3.51B | -5.41% | 59.72% | 0.99 |
| First Solar, Inc. (FSLR) | 2.72% | $24.49B | 24.65% | 49.02% | 6.14 |
| Alphabet, Inc. (GOOGL) | 2.70% | $1.81T | 13.46% | 58.05% | 6.72 |
| lululemon athletica, Inc. (LULU) | 2.63% | $31.39B | 7.33% | 59.56% | 3.15 |
| Intel Corp. (INTC) | 1.96% | $84.07B | -0.90% | 35.43% | 2.92 |
Market data by FactSet
