PARNASSUS Overview
Parnassus Investments is an investment advisor that manages 15.5 BN dollars in regulatory AUM and has 39 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 23BN in positions, representing 148% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/18. The fund's latest filing disclosed 23BN in positions, representing 148% of the manager's regulatory AUM.
PARNASSUS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARNASSUS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CVS | 3.94% | Cons. Staples | -13.63% | -0.88% | 1 | 29% | ||
| SBUX | 3.5% | Cons. Disc. | 11.81% | 0.05% | 1 | 20% | ||
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FEATURED IN
PARNASSUS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jerome L. Dodson | President, Director And Owner | June-1984 |
| Thao N. Dodson | Director | June-1984 |
| Todd C. Ahlsten | Vice President, Director And Owner | August-2000 |
| Marc C. Mahon | Chief Financial Officer And Director | December-2007 |
| John V. Skidmore | Chief Compliance Officer | February-2008 |
| Benjamin E. Allen | Vice President And Director | December-2008 |
PARNASSUS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PARNASSUS Investment Strategy
Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss 6
Item 9 - Disciplinary Information 9
Item 10 - Other financial Industry Activities and Affiliations 10
Item 11 - Code of Ethics 1 O
Item 12 - Brokerage Practices 11
Item 13 - Review of Accounts 13
Item 14 - Client Referrals and Other Compensation 14
Item 15 - Custody ...
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Item 9 - Disciplinary Information 9
Item 10 - Other financial Industry Activities and Affiliations 10
Item 11 - Code of Ethics 1 O
Item 12 - Brokerage Practices 11
Item 13 - Review of Accounts 13
Item 14 - Client Referrals and Other Compensation 14
Item 15 - Custody ...
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PARNASSUS Portfolio Concentration
PARNASSUS Location
1 MARKET STREET, SUITE 1600
SAN FRANCISCO, California
UNITED STATES, 94105
SAN FRANCISCO, California
UNITED STATES, 94105
PARNASSUS Contact Information
Phone Number: 415-778-0200
Fax Number: 415-778-0229
Website: http://www.parnassus.com
Fax Number: 415-778-0229
Website: http://www.parnassus.com
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