Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-18.3%

Net Return YTD

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

-13.3%

Net Return YTD

Russell 3000

3.0°C

Warming Potential

3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
21%
moderate:
50%
low:
29%

Dow Jones Indust A

2.7°C

Warming Potential

2.7°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
8%
moderate:
61%
low:
31%

Top 5 Assets

These are the assets with the lowest climate score in each of the two portfolios

Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Xylem Inc.1.3°C0.1%
VMware, Inc. Class A1.3°C0.1%
Universal Display Corporation1.3°C0.0%
Synopsys, Inc.1.3°C0.1%
Synaptics Incorporated1.3°C0.0%
Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Salesforce, Inc.1.3°C5.6%
Intel Corporation1.3°C0.9%
Travelers Companies, Inc.1.5°C2.9%
UnitedHealth Group Incorporated1.7°C8.4%
American Express Company1.8°C3.3%

Bottom 5 Assets

These are the assets with the highest climate score in each of the two portfolios

Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Cheniere Energy, Inc.10.0°C0.1%
Cleveland-Cliffs Inc10.0°C0.0%
EQT Corporation10.0°C0.0%
ONEOK, Inc.10.0°C0.1%
Ovintiv Inc10.0°C0.0%
Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Chevron Corporation7.1°C2.1%
Dow, Inc.6.9°C1.1%
Caterpillar Inc.6.8°C3.8%
Coca-Cola Company3.6°C1.0%
NIKE, Inc. Class B3.5°C3.2%