Ethic Inc. Portfolio Holdings
Ethic Inc.
- $3.97 Billion
- Q3 2024
Ethic Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.97 Billion distributed in 1081 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $237M, Microsoft Corp with a value of $220M, Amazon Com Inc with a value of $106M, Alphabet Inc. with a value of $85.6M, and Eli Lilly & CO with a value of $61.8M.
Examining the 13F form we can see an decrease of $249M in the current position value, from $4.22B to 3.97B.
Ethic Inc. is based out at New York, NY
Below you can find more details about Ethic Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.97 Billion
Technology: $1.1 Billion
Financial Services: $603 Million
Healthcare: $528 Million
Consumer Cyclical: $391 Million
Communication Services: $390 Million
Industrials: $368 Million
Consumer Defensive: $193 Million
Real Estate: $122 Million
Other: $273 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,081
- Current Value $3.97 Billion
- Prior Value $4.22 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 63 stocks
- Additional Purchases 382 stocks
- Sold out of 0 stocks
- Reduced holdings in 629 stocks