Parnassus Investments

Parnassus Investments Portfolio holdings

AUM $43.3B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.64B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$319M
2 +$312M
3 +$268M
4
AAPL icon
Apple
AAPL
+$248M
5
MDLZ icon
Mondelez International
MDLZ
+$219M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.21%
2 Technology 17.69%
3 Consumer Staples 15.25%
4 Healthcare 9.88%
5 Energy 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.18M 0.04%
+37,950
102
$2.4M 0.03%
+36,000
103
$1.79M 0.02%
+21,000
104
$1.03M 0.01%
+20,000
105
$245K ﹤0.01%
+4,000
106
$163K ﹤0.01%
+10,000