NI

Natural Investments Portfolio holdings

AUM $403M
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$21.3M
3
+$14.9M
4
NVDA icon
NVIDIA
NVDA
+$14.9M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$8.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.07%
2 Financials 11.94%
3 Healthcare 11.2%
4 Industrials 6.78%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.55%
+13,178
52
$1.97M 0.55%
+1,161
53
$1.96M 0.54%
+15,723
54
$1.83M 0.51%
+9,643
55
$1.82M 0.5%
+17,217
56
$1.77M 0.49%
+4,621
57
$1.75M 0.48%
+9,921
58
$1.67M 0.46%
+14,428
59
$1.63M 0.45%
+5,146
60
$1.54M 0.43%
+16,075
61
$1.53M 0.42%
+16,965
62
$1.53M 0.42%
+4,245
63
$1.51M 0.42%
+2,583
64
$1.46M 0.4%
+4,981
65
$1.45M 0.4%
+68,734
66
$1.45M 0.4%
+30,893
67
$1.42M 0.39%
+84,251
68
$1.39M 0.39%
+13,984
69
$1.36M 0.38%
+15,230
70
$1.35M 0.37%
+19,881
71
$1.34M 0.37%
+15,646
72
$1.34M 0.37%
+17,730
73
$1.32M 0.37%
+55,675
74
$1.29M 0.36%
+14,196
75
$1.25M 0.35%
+22,665
1 2
3
4 5