SUSL Holdings
iShares ESG MSCI USA Leaders ETF
1W: +0.3%
1M: +0.9%
3M: +3.3%
YTD: +13.3%
1Y: +17.2%
3Y: +88.2%
5Y: +85.1%
$137.55
+1.15 (+0.84%)
Weekly Expected Move ±1.5%
$133
$135
$138
$140
$142
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$1.2B
Holdings249
Top 10 Wt49.4%
Beta1.05
% Profitable94%
Coverage100%
Portfolio Valuation
P/E30.4
P/B12.1
P/S12.8
EV/EBITDA22.6
P/FCF58.6
PEG0.58
Profitability & Returns
Gross Margin62.1%
Net Margin42.0%
ROE47.8%
ROA25.6%
ROIC32.0%
Div Yield1.05%
Leverage & Liquidity
Debt/Equity0.29
Debt/Assets0.16
Net Debt/EBITDA-0.1x
Interest Cov50.4x
Current Ratio1.75
Quick Ratio1.61
Growth (YoY)
Revenue+24.2%
Net Income+45.2%
EPS+45.1%
FCF+34.7%
EBITDA+42.0%
Rev CAGR 3Y+27.8%
Quality Scores
Piotroski F6.6
Altman Z16.02
IS Quality78.1
IS Overall68.5
IS Value47.6
Median P/E22.0
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 38 | 38.8% | 22.1 |
| Communication Services | 8 | 12.2% | 13.8 |
| Financial Services | 43 | 10.6% | 16.7 |
| Healthcare | 30 | 10.6% | 30.3 |
| Consumer Cyclical | 34 | 8.0% | 47.9 |
| Industrials | 34 | 7.5% | 36.3 |
| Consumer Defensive | 19 | 5.2% | 29.6 |
| Basic Materials | 11 | 2.1% | 25.3 |
| Energy | 11 | 2.0% | 17.4 |
| Real Estate | 11 | 2.0% | 45.8 |
| Utilities | 10 | 0.8% | 18.2 |
| Other | 4 | 0.2% | — |
Smart Money Overlap
27 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | 0.47% | 4 | Bullish | 4 | 2 | -5.7% |
| SCHW | The Charles Schwab Corporation | 0.47% | 4 | Bullish | 1 | 4 | +10.4% |
| SPGI | S&P Global Inc. | 0.35% | 4 | Bullish | 3 | 21 | +3.4% |
| ADP | Automatic Data Processing, Inc. | 0.30% | 4 | Bullish | 1 | 3 | +16.1% |
| ADBE | Adobe Inc. | 0.27% | 4 | Bullish | 1 | 6 | -12.9% |
| MELI | MercadoLibre, Inc. | 0.23% | 4 | Bullish | 3 | 8 | +3.0% |
| AMT | American Tower Corporation | 0.23% | 4 | Bullish | 1 | 4 | -7.7% |
| INTU | Intuit Inc. | 0.21% | 4 | Bullish | 2 | 15 | -19.8% |
| ECL | Ecolab Inc. | 0.20% | 4 | Bullish | 6 | 2 | -0.6% |
| TFC | Truist Financial Corporation | 0.17% | 4 | Bullish | 1 | 2 | -4.1% |
| COR | Cencora, Inc. | 0.16% | 4 | Bullish | 3 | 3 | +13.9% |
| AZO | AutoZone, Inc. | 0.14% | 4 | Bullish | 1 | 1 | -4.8% |
| ADSK | Autodesk, Inc. | 0.13% | 4 | Bullish | 5 | 1 | +12.3% |
| NDAQ | Nasdaq, Inc. | 0.12% | 4 | Bullish | 1 | 5 | +4.5% |
| CVNA | Carvana Co. | 0.11% | 4 | Bullish | 2 | 5 | +2.3% |
| SYY | Sysco Corporation | 0.11% | 4 | Bullish | 1 | 1 | +4.5% |
| HBAN | Huntington Bancshares Incorporated | 0.09% | 4 | Bullish | 7 | 2 | -6.4% |
| CCI | Crown Castle Inc. | 0.08% | 4 | Bullish | 1 | 2 | -25.4% |
| XYL | Xylem Inc. | 0.07% | 4 | Bullish | 1 | 4 | -15.6% |
| PPG | PPG Industries, Inc. | 0.07% | 4 | Bullish | 4 | 2 | -0.3% |
Showing 50 of 253 holdings
· Page 1 of 6
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 15.17% | $186.4M | 814,631 | 29.4 | $5.7T | Technology |
| 2 | MICROSOFT | MSFT | 10.36% | $127.3M | 250,059 | 28.8 | $3.8T | Technology |
| 3 | ALPHABET CLASS A | GOOGL | 5.80% | $71.3M | 207,910 | 16.9 | $4.2T | Communication Services |
| 4 | ALPHABET CLASS C | GOOG | 4.57% | $56.2M | 165,644 | 16.9 | $4.1T | Communication Services |
| 5 | TESLA INC | TSLA | 2.95% | $36.2M | 101,376 | 314.1 | $1.5T | Consumer Cyclical |
| 6 | ADVANCED MICRO DEVICES | AMD | 2.86% | $35.1M | 57,779 | 160.9 | $1.0T | Technology |
| 7 | ELI LILLY | LLY | 2.73% | $33.6M | 28,365 | 38.2 | $1.1T | Healthcare |
| 8 | JOHNSON & JOHNSON | JNJ | 1.89% | $23.2M | 85,298 | 29.6 | $617.0B | Healthcare |
| 9 | VISA CLASS A | V | 1.76% | $21.6M | 58,811 | 30.6 | $673.4B | Financial Services |
| 10 | MASTERCARD CLASS A | MA | 1.33% | $16.3M | 28,747 | 30.3 | $484.4B | Financial Services |
| 11 | COSTCO WHOLESALE CORP | COST | 1.18% | $14.5M | 15,714 | 33.3 | $408.3B | Consumer Defensive |
| 12 | LAM RESEARCH | LRCX | 1.13% | $13.9M | 44,313 | 60.0 | $434.6B | Technology |
| 13 | APPLIED MATERIAL INC | AMAT | 1.11% | $13.7M | 28,133 | 46.3 | $428.8B | Technology |
| 14 | CATERPILLAR INC | CAT | 1.09% | $13.4M | 16,321 | 36.2 | $389.4B | Industrials |
| 15 | MERCK & CO INC | MRK | 1.06% | $13.0M | 87,516 | 114.5 | $356.4B | Healthcare |
| 16 | PROCTER & GAMBLE | PG | 1.00% | $12.3M | 82,512 | 21.5 | $344.5B | Consumer Defensive |
| 17 | COCA-COLA | KO | 0.97% | $12.0M | 137,210 | 25.7 | $368.5B | Consumer Defensive |
| 18 | GE AEROSPACE | GE | 0.95% | $11.7M | 36,765 | 36.3 | $321.2B | Industrials |
| 19 | PALO ALTO NETWORKS | PANW | 0.92% | $11.3M | 28,878 | 876.6 | $328.6B | Technology |
| 20 | HOME DEPOT | HD | 0.83% | $10.2M | 35,332 | 19.8 | $282.0B | Consumer Cyclical |
| 21 | GE VERNOVA | GEV | 0.74% | $9.0M | 9,522 | 28.0 | $263.3B | Industrials |
| 22 | MORGAN STANLEY | MS | 0.66% | $8.1M | 41,777 | 15.3 | $300.2B | Financial Services |
| 23 | AMGEN INC | AMGN | 0.65% | $8.0M | 19,120 | 24.8 | $217.5B | Healthcare |
| 24 | LINDE PLC | LIN.DE | 0.63% | $7.7M | 16,391 | 30.8 | $198.0B | Basic Materials |
| 25 | MARVELL TECHNOLOGY | MRVL | 0.62% | $7.6M | 30,251 | 89.3 | $238.5B | Technology |
| 26 | INTERNATIONAL BUSINESS MACHINES | IBM | 0.60% | $7.3M | 33,304 | 19.4 | $209.8B | Technology |
| 27 | SEAGATE TECHNOLOGY HOLDINGS PLC | STX | 0.59% | $7.2M | 7,827 | 58.4 | $190.4B | Technology |
| 28 | VERIZON COMMUNICATIONS INC | VZ | 0.56% | $6.9M | 147,950 | 12.0 | $191.7B | Communication Services |
| 29 | ANALOG DEVICES | ADI | 0.56% | $6.8M | 17,255 | 49.3 | $203.2B | Technology |
| 30 | GILEAD SCIENCES | GILD | 0.54% | $6.7M | 43,978 | -55.7 | $179.5B | Healthcare |
| 31 | WALT DISNEY | DIS | 0.53% | $6.5M | 61,514 | 21.0 | $177.5B | Communication Services |
| 32 | SALESFORCE | CRM | 0.52% | $6.4M | 28,289 | 21.3 | $192.2B | Technology |
| 33 | PEPSICO | PEP | 0.51% | $6.2M | 48,350 | 16.5 | $172.0B | Consumer Defensive |
| 34 | AT&T | T | 0.50% | $6.1M | 246,130 | 8.0 | $166.5B | Communication Services |
| 35 | DEERE | DE | 0.48% | $5.9M | 8,604 | 38.1 | $185.4B | Industrials |
| 36 | EATON PLC | 0Y3K.L | 0.48% | $5.9M | 13,752 | 44.2 | $169.7B | Industrials |
| 37 | MCDONALDS CORP | MCD | 0.48% | $5.9M | 25,168 | 18.8 | $164.8B | Consumer Cyclical |
| 38 | WELLTOWER | WELL | 0.47% | $5.8M | 25,000 | 118.1 | $164.2B | Real Estate |
| 39 | UNION PACIFIC | UNP | 0.47% | $5.8M | 21,028 | 22.5 | $165.3B | Industrials |
| 40 | CHARLES SCHWAB | SCHW | 0.47% | $5.8M | 58,523 | 17.5 | $168.2B | Financial Services |
| 41 | AMERICAN EXPRESS | AXP | 0.47% | $5.7M | 18,728 | 18.4 | $204.5B | Financial Services |
| 42 | BLACKROCK | BLK | 0.45% | $5.6M | 5,213 | 25.0 | $164.2B | Financial Services |
| 43 | WESTERN DIGITAL CORP | WDC | 0.45% | $5.5M | 12,205 | 15.3 | $143.1B | Technology |
| 44 | DANAHER | DHR | 0.42% | $5.1M | 22,546 | 37.9 | $150.5B | Healthcare |
| 45 | TJX | TJX | 0.41% | $5.1M | 39,110 | 24.5 | $146.6B | Consumer Cyclical |
| 46 | SERVICENOW | NOW | 0.39% | $4.8M | 36,497 | 83.5 | $138.9B | Technology |
| 47 | VERTEX PHARMACEUTICALS | VRTX | 0.39% | $4.7M | 8,983 | 29.1 | $128.1B | Healthcare |
| 48 | BRISTOL MYERS SQUIBB | BMY | 0.38% | $4.6M | 72,283 | 13.5 | $124.9B | Healthcare |
| 49 | BOOKING HOLDINGS | BKNG | 0.37% | $4.5M | 27,458 | 17.5 | $123.2B | Consumer Cyclical |
| 50 | PROLOGIS REIT | PLD | 0.36% | $4.4M | 32,999 | 28.6 | $120.3B | Real Estate |