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Domini Impact Investments LLC
Amy Domini · Asset Manager · Activist
Domini Impact Investments LLC is a women-led SEC-registered investment adviser based in New York, specializing exclusively in impact investing. Founded in 1997 by SRI pioneer Amy Domini, the firm grew from the legacy of the Domini 400 Social Index, established in 1990 as the first socially screened equity benchmark for the public markets. The firm manages a suite of mutual funds for individual and institutional investors, applying proprietary social and environmental standards to its investment process. Domini’s focus is centered on the twin goals of universal human dignity and ecological sustainability, seeking to generate competitive financial returns while driving positive global change through active shareholder engagement, proxy voting, and public policy advocacy.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.3% |
| YTD return | +13.9% |
| Sharpe ratio | 3.36 |
| Win rate | 60% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.domini.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 11.5% | +15.6% |
| AAPL | Apple Inc | 11.0% | +19.8% |
| GOOGL | Alphabet Inc Class A | 8.9% | +36.4% |
| MSFT | Microsoft Corporation | 8.6% | -2.1% |
| AMZN | Amazon.com Inc | 6.6% | +17.5% |
| AVGO | Broadcom Inc | 6.1% | +12.3% |
| MU | Micron Technology Inc | 5.6% | +146.0% |
| NVS | Novartis AG ADR | 4.5% | +16.3% |
| ASML | ASML Holding NV ADR | 3.8% | -0.7% |
| BNPQY | BNP Paribas SA ADR | 3.4% | -0.0% |
| JPM | JPMorgan Chase & Co | 3.4% | +13.4% |
| V | Visa Inc. Class A | 3.2% | +9.0% |
| SAN | Banco Santander SA ADR | 3.2% | +33.8% |
| CFRUY | Compagnie Financiere Richemont | 3.1% | 0.0% |
| SIEGY | Siemens AG ADR | 3.1% | +9.0% |
| VOD | Vodafone Group PLC ADR | 3.1% | +8.1% |
| ABBNY | ABB Ltd | 2.9% | -0.0% |
| SNY | Sanofi ADR | 2.8% | +4.6% |
| MA | Mastercard Inc | 2.7% | +0.2% |
| LLY | Eli Lilly and Company | 2.6% | +2.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | V | 3.1% → 3.2% |
| Aug 3, 2026 | SELL | ASML | 4.1% → 3.8% |
| Aug 3, 2026 | BUY | AAPL | 12.2% → 11.0% |
| Aug 3, 2026 | SELL | MSFT | 7.2% → 8.6% |
| Aug 3, 2026 | SELL | MU | 6.4% → 5.6% |
Investment Style Analysis
Domini Impact Investments LLC is widely recognized for employing a Activist strategy. As of Aug 20, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Domini Impact Investments LLC made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Domini Impact Investments follows a "triple bottom line" philosophy, prioritizing positive outcomes for people and the planet alongside financial profit. The firm utilizes a system-level approach to investing, focusing on two core pillars: universal human dignity and ecological sustainability. By applying rigorous social and environmental standards, Domini identifies companies that contribute to a more equitable and sustainable future. A central component of their strategy is "active ownership," where the firm uses shareholder activism, including direct dialogue with corporate management and the filing of shareholder proposals, to influence corporate behavior and promote long-term value creation through accountability and transparency.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Domini Impact Investments LLC.
Similar Investment Style
Based on Activist.
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Frequently asked questions
How is the simulated portfolio for Domini Impact Investments LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Domini Impact Investments LLC's largest holding?
As of the latest filing, Domini Impact Investments LLC's top position is NVIDIA Corporation (NVDA), representing 11.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Domini Impact Investments LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.3% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.36, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Domini Impact Investments LLC primarily invest in?
Domini Impact Investments LLC has a strong preference for the Semiconductors sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Domini Impact Investments LLC's portfolio concentrated or diversified?
Domini Impact Investments LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Domini Impact Investments LLC performed in 2026?
Our AI-simulated model portfolio for Domini Impact Investments LLC tracks a Year-to-Date (YTD) return of +13.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Amy Domini manage Domini Impact Investments LLC directly?
Yes, Amy Domini serves as the key portfolio manager for Domini Impact Investments LLC, overseeing the investment strategy and final capital allocation decisions.