Saturna Capital CORP

Saturna Capital CORP
Last update 2024-02-06 171 Stocks (13 new)
Value $6.42 Bil Turnover 4 %
Portfolio Report

Saturna Capital CORP Profile

Saturna Capital Corp is an investment management firm based out of Bellingham, Washington. The company was established in 1989 and has grown from its inception to now have locations in Reston, Los Angeles, Chicago, and Reno. Saturna Capital Corp is headed by CEO Jane K. Carten and Chairman and CIO Nicholas F. Kaiser and now has 63 employees of which 9 are investment professionals. The company has continually expanded its operations since its establishment and most recently launched its Saturna Sustainable Equity Fund and Saturna Sustainable Bond Fund mutual funds. Saturna Capital Corp conducts its research both internally and externally, utilizing a fundamental methodology to make its investment decisions. The company invests in public equity and fixed income markets on a global scale, allocating its assets in the value stocks of companies. Saturna Capital Corp invests most heavily in the information technology sector, which alone makes up over a quarter of its total asset allocations, and also invests in the health care, industrials, consumer staples, consumer discretionary, transports, and materials sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings together make up a quarter of its total allocations and the company has a turnover rate of 16.1%. Saturna Capital Corp holds approximately $4 billion in total assets under management spread across 67 accounts, all of which are discretionary. Although the company’s total number of accounts held has not made any significantly changes in recent years, its total assets under management has been increasing, growing significantly from $2 billion back in 2010 to almost twice that amount today. Saturna Capital Corp mainly caters to individuals and high net worth individuals, each of which make up over a third of its client base, and also provides services to investment companies, pooled investment vehicles, charities, corporations, and pension and profit sharing plans. The company offers a variety of funds including its Amana Developing World, Amana Growth, Sextant Core, and Sextant Growth mutual funds.
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Saturna Capital CORP Past Portfolios

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Saturna Capital CORP's Hypothetical Growth since 2023-12-31

Saturna Capital CORP's Yearly Returns

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