Overview
The Sustainable Leaders strategy focuses on companies with favorable Environmental, Social, and Governance (ESG) characteristics and low industry-specific risks to construct a portfolio of primarily large-capitalization stocks with sustainable competitive advantages, durable business models and strong management teams. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles, with risk and return characteristics similar to the MSCI KLD 400 Index.
Strategy Benchmark
MSCI KLD 400 Social Index
Strategy Manager

Anne T. Durkin, CFA
Investment Industry Experience:
28 years
Top 10 Holdings
as of 9/30/2021
ALPHABET INC CLASS A (GOOGL)
MICROSOFT CORP (MSFT)
VISA INC CLASS A (V)
BLACKROCK INC (BLK)
STARBUCKS CORP (SBUX)
ACCENTURE PLC CLASS A (ACN)
THE HOME DEPOT INC (HD)
ADOBE INC (ADBE)
PROCTER & GAMBLE CO (PG)
TEXAS INSTRUMENTS INC (TXN)