Fund HoldingsSustainable Insight Capital Management, LLC

Total Portfolio Value
$102.01M
Total Bought
$29.47M
Total Sold
$34.04M
Net Transaction
-$4.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KEURIG DR PEPPER INC(KDP)0140,800+140,80004,4454.36%+4,445
MSCI INC(MSCI)05,666+5,66602,9072.85%+2,907
AMERIPRISE FINL INC(AMP)08,713+8,71302,8732.82%+2,873
MARSH & MCLENNAN COS INC(MRSH)015,042+15,04202,8622.81%+2,862
ECOLAB INC(ECL)013,646+13,64602,3122.27%+2,312
ROYAL CARIBBEAN GROUP
COM
023,000+23,00002,1192.08%+2,119
AIR PRODS & CHEMS INC8008,000+7,2002402,2672.22%+2,028
PARKER-HANNIFIN CORP(PH)04,843+4,84301,8861.85%+1,886
COPART INC(CPRT)043,548+43,54801,8761.84%+1,876
TRANSDIGM GROUP INC(TDG)02,207+2,20701,8611.82%+1,861
APPLE INC(AAPL)9,60119,101+9,5001,8623,2703.21%+1,408
STELLANTIS N.V(STLA)037,000+37,00007080.69%+708
ADOBE INC(ADBE)0689+68903510.34%+351
THERMO FISHER SCIENTIFIC INC(TMO)0460+46002330.23%+233
EQUINIX INC(EQIX)0299+29902170.21%+217
INTUIT(INTU)0405+40502070.20%+207
HOST HOTELS & RESORTS INC(HST)011,900+11,90001910.19%+191
UNITEDHEALTH GROUP INC(UNH)9111,111+2004385600.55%+122
ALPHABET INC(GOOG)10,72010,420-3001,2831,3641.34%+80
META PLATFORMS INC(META)4,4324,43201,2721,3311.30%+59
TPI COMPOSITES INC021,200+21,2000560.06%+56
VILLAGE FARMS INTL INC70,20093,300+23,10042740.07%+32
TESLA INC(TSLA)1,8902,090+2004955230.51%+28
ELI LILLY & CO(LLY)10,2288,957-1,2714,7974,8114.72%+14
AMAZON COM INC(AMZN)6,0516,251+2007897950.78%+6
MASTERCARD INCORPORATED(MA)79079003113130.31%+2
HOME DEPOT INC(HD)69069002142080.20%-6
VISA INC(V)1,5581,55803703580.35%-12
BERKSHIRE HATHAWAY INC DEL1,2801,180-1004364130.41%-23
ABBOTT LABS40,90045,500+4,6004,4594,4074.32%-52
LAM RESEARCH CORP(LRCX)7,5127,544+324,8294,7284.64%-101
BROADCOM INC(AVGO)5,8195,947+1285,0484,9394.84%-108
TEXAS INSTRS INC(TXN)2,0521,452-6003692310.23%-139
T-MOBILE US INC(TMUS)35,22833,928-1,3004,8934,7524.66%-142
SALESFORCE INC(CRM)2,2991,599-7004863240.32%-161
MERCK & CO INC(MRK)1,8410-1,8412120-212
FMC CORP(FMC)2,0940-2,0942180-218
ADVANCED MICRO DEVICES INC(AMD)43,98046,580+2,6005,0104,7894.69%-220
DUPONT DE NEMOURS INC(DD)3,2000-3,2002290-229
SERVICENOW INC(NOW)4660-4662620-262
MICROCHIP TECHNOLOGY INC.(MCHP)55,30060,100+4,8004,9544,6914.60%-264
HUMANA INC(HUM)10,2878,887-1,4004,6004,3244.24%-276
JOHNSON & JOHNSON(JNJ)1,9980-1,9983310-331
MOLSON COORS BEVERAGE CO(TAP)5,5000-5,5003620-362
CONSTELLATION BRANDS INC(STZ)1,5000-1,5003690-369
WALMART INC(WMT)4,7372,237-2,5007453580.35%-387
COSTCO WHSL CORP NEW(COST)1,462699-7637873950.39%-392
PEPSICO INC(PEP)3,5001,400-2,1006482370.23%-411
ARCHER DANIELS MIDLAND CO5,5000-5,5004160-416
MONSTER BEVERAGE CORP NEW(MNST)7,4000-7,4004250-425
MONDELEZ INTL INC(MDLZ)5,9000-5,9004300-430
PROCTER AND GAMBLE CO(PG)7,2234,323-2,9001,0966310.62%-465
LINDE PLC(LIN)1,2490-1,2494760-476
NVIDIA CORPORATION(NVDA)4,4953,095-1,4001,9011,3461.32%-555
S&P GLOBAL INC(SPGI)9,5548,154-1,4003,8302,9802.92%-851
JPMORGAN CHASE & CO(JPM)27,24821,348-5,9003,9633,0963.03%-867
ALLSTATE CORP(ALL)33,50024,900-8,6003,6532,7742.72%-879
STARBUCKS CORP(SBUX)35,00023,600-11,4003,4672,1542.11%-1,313
OREILLY AUTOMOTIVE INC(ORLY)3,6992,417-1,2823,5342,1972.15%-1,337
TRACTOR SUPPLY CO(TSCO)15,87610,076-5,8003,5102,0462.01%-1,464
CHIPOTLE MEXICAN GRILL INC(CMG)1,7191,128-5913,6772,0662.03%-1,611
MICROSOFT CORP(MSFT)14,44710,447-4,0004,9203,2993.23%-1,621
WASTE MGMT INC DEL(WM)26,87012,470-14,4004,6601,9011.86%-2,759
DEERE & CO(DE)11,8865,186-6,7004,8161,9571.92%-2,859
AFLAC INC(AFL)53,0000-53,0003,6990-3,699
ARCH CAP GROUP LTD
ORD
50,2000-50,2003,7570-3,757
METTLER TOLEDO INTERNATIONAL(MTD)3,2400-3,2404,2500-4,250
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