Compare Portfolios
vs
2.8°C
Warming Potential
58
Total Footprint
64%
Megatrend Exposure
8%
Net Return YTD
2.4°C
Warming Potential
60
Total Footprint
53%
Megatrend Exposure
8.2%
Net Return YTD
Russell 3000
Financials data per8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
28.7%
Net Return Last 3 Years
STOXX Europe 600
Financials data per8.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
17.7%
Net Return Last 3 Years
Investment Performance
- Russell 3000
- STOXX Europe 600
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Carvana Co. Class A | +178.3% | 0.0% | |
| Volta, Inc. Class A | +141.8% | 0.0% | |
| Cincor Pharma, Inc. | +138.6% | 0.0% | |
| C3.ai, Inc. Class A | +119.2% | 0.0% | |
| Sotera Health Company | +116.7% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| KION GROUP AG | +45.3% | 0.0% | |
| JD Sports Fashion Plc | +42.3% | 0.0% | |
| ASM International N.V. | +41.0% | 0.1% | |
| Telecom Italia S.p.A. | +38.3% | 0.0% | |
| Temenos AG | +38.0% | 0.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Fate Therapeutics, Inc. | -32.2% | 0.0% | |
| Clearfield, Inc. | -31.2% | 0.0% | |
| Chegg, Inc. | -31.0% | 0.0% | |
| Enovix Corporation | -28.7% | 0.0% | |
| Rayonier Advanced Materials Inc | -25.5% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Ubisoft Entertainment SA | -20.9% | 0.0% | |
| Direct Line Insurance Group Plc | -16.3% | 0.0% | |
| Nordic Semiconductor ASA | -15.8% | 0.0% | |
| Axfood AB | -13.3% | 0.0% | |
| Equinor ASA | -12.3% | 0.3% |