The tables below show the quarter-end, aggregated portfolio composition as it relates to sector and country allocations of the primary publicly traded gender lens equity funds (GLEFs) available to individual investors. Also shown are the common top ten holdings across the GLEFs, including women-in-leadership (WIL) statistics for those companies.
Gender Equity Lens Funds: AUM-Weighted Sector Allocations
| Ranked by largest to smallest weights as of September 30, 2023 | |||
| Sector | GLEFs 30-Sep-23 | GLEFs 30-Sep-22 | MSCI ACWI 30-Sep-23 |
| Information Technology | 18.8% | 15.8% | 21.6% |
| Financials | 18.4% | 19.8% | 15.8% |
| Health Care | 14.0% | 14.0% | 11.9% |
| Consumer Discretionary | 10.3% | 7.5% | 11.2% |
| Industrials | 9.6% | 9.0% | 10.4% |
| Consumer Staples | 8.8% | 9.1% | 7.1% |
| Communication Services | 6.6% | 7.5% | 7.6% |
| Materials | 4.2% | 5.3% | 4.5% |
| Utilities | 4.0% | 3.9% | 2.6% |
| Real Estate | 1.0% | 3.8% | 2.3% |
| Energy | 0.6% | 0.7% | 5.2% |
| Unspecified | 2.2% | 2.7% | 0.0% |
| Cash | 1.5% | 1.0% | 0.0% |
| Total | 100.0% | 100.0% | 100.0% |
| Sources: Fact sheets, Morningstar | |||
| Source: AUM and sector weightings publicly reported by MSCI and gender lens equity funds listed here. Gender Lens Equity Funds: Key Stats | |||
Gender Lens Equity Funds: AUM-Weighted Country Allocations
The combined asset-weighted diversification by country for all gender lens equity funds, both global and regional, is displayed on the following map. Hover of a country to see the asset under management (in USD and as a percentage of total GLEFs investment) in that country.
These GLEF country allocations can be compared to several leading global rankings of gender equality by country.
Top Ten Holdings
The table below highlights the top ten companies held by the most GLEFs.
This table summarizes key WIL metrics using the available data on GLEF top ten holdings.
The above publicly available content is for informational purposes only and does not constitute investment advice.