Portfolio Screening

Our socially responsible investment philosophy is what sets the General Board apart from traditional investors. As a socially responsible investor, all of our investments are screened according to the investment policies adopted by our board of directors, in accordance with the Social Principles of The United Methodist Church. These policies exclude investments in companies earning significant revenues from gambling or from the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, pornography, weapons, or the management or operation of prison facilities. Read our portfolio screening guidelines.

The General Board engages the services of more than 40 investment managers and is a beneficial owner of approximately 2,500 domestic and 450 international equity securities.

1^st Quarter 2013 (data as of end-of-quarter)

Holdings (PDF | Excel)

Please note: Unless marked as “no further purchase,” all securities from companies listed on the Holdings list are eligible for purchase. Securities from companies not appearing on the Holdings list or the Ineligible Companies list below may also be eligible for purchase subject to further research by the General Board.

Ineligible Companies (PDF | Excel)

Please Note: The list of ineligible companies is not exhaustive. It is simply a list of companies that have come to the General Board’s attention and have been judged ineligible based on General Board screening guidelines. Please be aware that other companies not included on this list may be ineligible for purchase.