Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sequoia Fund
FUND COVERAGE
# of holdings21
% of assets76%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. SAP SE4.49%$174.9M
- 2. Rolls-Royce Holdings PLC14%$541.12M
- 3. Rolls-Royce Holdings PLC ADR0.4%$15.39M
- 4. Jacobs Solutions Inc1.22%$47.57M
- 5. Meta Platforms Inc Class A3.22%$125.5M
- 6. Alphabet Inc Class A5.23%$203.65M
- 7. UnitedHealth Group Inc2.22%$86.55M
- 8. Elevance Health Inc4.18%$162.96M
- 9. Capital One Financial Corp4.52%$176.18M
- 10. Icon PLC2.35%$91.7M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Liberty Broadband Corp Registered Shs Series -C-1.47%$57.43M
- 2. Liberty Broadband Corp Registered Shs Series -A-0.86%$33.33M
- 3. Constellation Software Inc7.82%$304.75M
- 4. Berkshire Hathaway Inc Class B0.98%$38.08M
- 5. Charter Communications Inc Class A1.54%$59.89M
- 6. Amentum Holdings Inc0.61%$23.95M
- 7. Credit Acceptance Corp2.86%$111.29M
- 8. Charles Schwab Corp5.93%$231.03M
- 9. Liberty Media Corp Registered Shs Series -C- Formula One7.36%$286.73M
- 10. Liberty Media Corp A0.1%$4.01M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Sequoia Fund
Totals
Holdings
Assets
Weight
Prisons
3
$404.69M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$203.65M
5.23%
Borders high risk
0
$0
0%
Total
3
$404.69M
10%
Holdings — 3 flagged holdings
1.
Alphabet Inc Class A
:$203.65M
5.23%
2.
Elevance Health Inc
$162.96M
4.18%
3.
Berkshire Hathaway Inc Class B
$38.08M
0.98%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Sequoia Fund SEQUX
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