Parnassus Investments

Parnassus Investments Portfolio holdings

AUM $38.6B
1-Year Est. Return 21.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$712M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$162M
3
+$110M
4
MSI icon
Motorola Solutions
MSI
+$107M
5
SCHW icon
Charles Schwab
SCHW
+$92.9M

Top Sells

1
+$452M
2
+$171M
3
+$157M
4
TFX icon
Teleflex
TFX
+$66M
5
LRCX icon
Lam Research
LRCX
+$27.7M

Sector Composition

1 Industrials 19.26%
2 Healthcare 17.39%
3 Technology 15.94%
4 Consumer Staples 12.22%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1 2 3 4
5