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
$43.3B
AUM Growth
-$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$721M
2 +$671M
3 +$285M
4
HD icon
Home Depot
HD
+$104M
5
VRSK icon
Verisk Analytics
VRSK
+$90.6M

Top Sells

1 +$893M
2 +$666M
3 +$378M
4
MSFT icon
Microsoft
MSFT
+$286M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183M

Sector Composition

1 Technology 32.2%
2 Financials 16.17%
3 Industrials 12.99%
4 Healthcare 12.62%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICLR icon
151
Icon
ICLR
$14B
-53,539
INTU icon
152
Intuit
INTU
$168B
-1,134,238
JBHT icon
153
JB Hunt Transport Services
JBHT
$19.5B
-663,090
SNY icon
154
Sanofi
SNY
$114B
-4,189
TTD icon
155
Trade Desk
TTD
$18B
-647,351