DII

Domini Impact Investments Portfolio holdings

AUM $7.59M
1-Year Est. Return 47.68%
This Quarter Est. Return
1 Year Est. Return
+47.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.52M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$243K
3
+$229K
4
BLKB icon
Blackbaud
BLKB
+$218K
5
FSLR icon
First Solar
FSLR
+$40K

Top Sells

1
+$290K
2
+$230K
3
+$3.15K
4
WOLF icon
Wolfspeed
WOLF
+$2.69K
5
TEAM icon
Atlassian
TEAM
+$2.47K

Sector Composition

1 Technology 64.62%
2 Healthcare 23.07%
3 Industrials 5.91%
4 Communication Services 3.73%
5 Consumer Staples 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$607K 9.31%
8,106
-42
2
$523K 8.02%
9,133
-47
3
$471K 7.23%
+3,079
4
$460K 7.06%
4,092
-22
5
$385K 5.91%
23,767
-121
6
$376K 5.77%
2,416
-13
7
$366K 5.62%
6,929
+757
8
$364K 5.58%
171
-1
9
$304K 4.66%
10,196
-40
10
$286K 4.39%
5,906
-31
11
$284K 4.36%
6,078
+710
12
$247K 3.79%
3,952
-20
13
$243K 3.73%
+7,644
14
$240K 3.68%
4,317
-23
15
$234K 3.59%
19,138
-98
16
$229K 3.51%
+3,120
17
$218K 3.34%
+2,740
18
$198K 3.04%
17,767
-77
19
$188K 2.88%
13,344
+1,210
20
$174K 2.67%
50,308
+5,843
21
$121K 1.86%
28,361
+3,297
22
– –
-10,350
23
– –
-3,094