EI

Ethic Inc Portfolio holdings

AUM $6.5B
1-Year Est. Return 28.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.96B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$12.1M
3 +$9.74M
4
AAPL icon
Apple
AAPL
+$9.34M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.15M

Top Sells

1 +$5.54M
2 +$3.2M
3 +$3.17M
4
CPA icon
Copa Holdings
CPA
+$3.14M
5
CSCO icon
Cisco
CSCO
+$3.01M

Sector Composition

1 Technology 30.68%
2 Financials 14.32%
3 Healthcare 12.93%
4 Consumer Discretionary 9.61%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-12,554