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Swell - Uphold Human Rights

12.2%
5.6%
0.0%

Swell - Invested in Good

Swell Investing, an affiliate of Pacific Life, brings a new approach to the world of investing. Swell believes financial success is part of a more holistic picture of personal success that includes supporting what you believe in. Swell has reviewed the top companies publicly traded in the U.S. that are committed to supporting human rights-related charities, according to their corporate foundation tax filings. Swell then selects the top 30 donors to create a motif that aims to move along with the S&P500 Index. Swell believes there may be a high correlation with the broader index because human rights-related have tended to be important to a diverse group of large companies. Swell gives 20% of its revenue from this motif to human rights-related causes, making it uniquely both market-driven and cause-driven at the same time. Welcome to cause-driven investing. See more at swellinvesting.com. See More
12.2%
5.6%
0.0%
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Portfolio Index 1 YR Return
Swell - Uphold Human Rights Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
38.3% Financials 11.9%
6.1% Bank of America Corp BAC 7.1%
5.5% JP Morgan Chase & Co. JPM 6.9%
5.0% Aon plc Class A (UK) AON 12.6%
3.9% 8xxxxxxx 8xxxxxxxxxx 8xxxx 8xx 88.8%
3.9% 8xxxxxxxx 8xxx 8 88.8%
3.7% 8xxxxxxxxx 8xxxxxxxx 8xxx 8xx 88.8%
3.4% 8xxxxxx 8xxxx 8xxxx 8xxx 8xxxx 8x 88.8%
2.9% 8xxxxxx 8xxx 8xx 88.8%
2.9% 8xxxx 8xxxx 8 8xxxxxx 8xx 88.8%
0.9% 8xxxxxxx 8xxx 8x 8x 88.8%
20.9% Health Care 10.1%
4.9% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
4.2% 8xxxx 8 8xxxxxx 8xxx 8xxxx 8xx 88.8%
4.2% 8xxxxxx 8 8xxxxxx 8xx 88.8%
3.9% 8xxxx 8xxx 8xxx 88.8%
3.7% 8xxxxxxxx 8xxx 8xx 88.8%
19.1% Consumer Discretionary 16.3%
4.5% 8xxx 8xx 8xx 8xxx 8xx 88.8%
3.2% 8xxxxxx 8xxxxx 8xxxxxx 8x 88.8%
3.1% 8xxxxxx 8xxxxxxxxxxxx 8xxxxxxxxxx 8xx 88.8%
2.6% 8xxx 8xxx 8xx 88.8%
2.0% 8xxxxxx 8xxxxxxxxxx 8xxxx 8 8xxxxx 8xxxx 8xxxx 88.8%
1.9% 8xxxxxxxxxxxxx 8xxxx 8x 8x 8xx 88.8%
1.7% 8xxx 8xxxx 8xxxxxx 8 88.8%
10.4% Consumer Staples 6.5%
3.9% 8xxxxxx 8xxx 8xx 88.8%
3.8% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
2.7% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
4.4% Industrials 29.5%
3.3% 8xxxxx 8xxxxx 8xxxxxx 8xx 88.8%
1.2% 8xxxxxx 8xxxxxxx 8xxxxxx 8x 88.8%
3.8% Telecommunications Services 15.0%
3.8% 8xxxxxx 8xxxxxxxxxxxxx 8xxx 8x 88.8%
2.8% Energy 15.2%
2.8% 8xxxx 8xxxx 8xxxxxxxxxx 8xx 88.8%
0.4% Utilities 84.1%
0.4% 8xxxxxx 8xx 8 8xxxxxxx 8xx 8xx 88.8%
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