Sustainable Insight Capital Management, LLC [Rocket]

Holdings

Sustainable Insight Capital Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Mastercard Inc	MA	CL A	790	-3,413	310,707,000	-1,150,802,000	0.29		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	690	-3,146	214,342,000	-997,297,000	0.20	0.00	Hist	06/30/2023
HUMANA INC	HUM	Common	10,287	-196	4,599,626,000	-769,662,000	4.27		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	10,228	-4,891	4,796,727,000	-734,408,000	4.45	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	911	-903	437,863,000	-523,884,000	0.41	0.00	Hist	06/30/2023
Apple Inc.	AAPL	Common	9,601	-8,600	1,862,306,000	-502,550,000	1.73		Hist	06/30/2023
VISA INC.	V	CL A	1,558	-2,310	369,994,000	-433,622,000	0.34		Hist	06/30/2023
MICROCHIP TECHNOLOGY INC	MCHP	Common	55,300	-19,600	4,954,327,000	-307,398,000	4.59	0.01	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	1,998	-1,589	330,709,000	-302,935,000	0.31		Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	43,980	-38,035	5,009,762,000	-302,350,000	4.65	0.00	Hist	06/30/2023
T-Mobile US, Inc.	TMUS	COM	35,228	-1,546	4,893,169,000	-255,191,000	4.54	0.00	Hist	06/30/2023
Archer-Daniels-Midland Co	ADM	Common	5,500	-1,300	415,580,000	-215,800,000	0.39	0.00	Hist	06/30/2023
Mondelez International, Inc.	MDLZ	COM	5,900	-3,100	430,346,000	-169,504,000	0.40		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,280	-636	436,480,000	-155,372,000	0.40		Hist	06/30/2023
TEXAS INSTRUMENTS INC	TXN	Common	2,052	-943	369,401,000	-125,433,000	0.34		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	1,841	-1,189	212,433,000	-123,745,000	0.20		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	6,051	-4,580	788,808,000	-104,196,000	0.73		Hist	06/30/2023
PEPSICO INC	PEP	Common	3,500	-200	648,270,000	-20,172,000	0.60		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	1,890	-2,238	494,745,000	-13,742,000	0.46		Hist	06/30/2023