Compare Portfolios
vs
2.7°C
Warming Potential
60
Total Footprint
84%
Megatrend Exposure
12.4%
Net Return YTD
2.4°C
Warming Potential
59
Total Footprint
70%
Megatrend Exposure
9.1%
Net Return YTD
Russell 3000
Financials data per12.4%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
31.9%
Net Return Last 3 Years
STOXX Europe 600
Financials data per9.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
36.3%
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
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Carvana Co. Class A | +785.7% | 0.0% | |
| Reata Pharmaceuticals, Inc. Class A | +353.7% | 0.0% | |
| IonQ, Inc. | +331.3% | 0.0% | |
| AppLovin Corp. Class A | +279.5% | 0.0% | |
| BridgeBio Pharma, Inc. | +246.1% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Rolls-Royce Holdings plc | +137.0% | 0.2% | |
| Marks and Spencer Group plc | +91.9% | 0.0% | |
| UniCredit S.p.A. | +78.7% | 0.4% | |
| Frontline Plc | +75.9% | 0.0% | |
| Leonardo SpA | +71.2% | 0.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NovoCure Ltd. | -78.0% | 0.0% | |
| AMC Entertainment Holdings, Inc. Class A | -77.8% | 0.0% | |
| Hawaiian Electric Industries, Inc. | -68.0% | 0.0% | |
| Advance Auto Parts, Inc. | -60.8% | 0.0% | |
| Dollar General Corporation | -56.6% | 0.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Embracer Group AB Class B | -53.7% | 0.0% | |
| Adyen NV | -45.2% | 0.4% | |
| Teleperformance SA | -44.7% | 0.1% | |
| Just Eat Takeaway.com N.V. | -40.4% | 0.0% | |
| NEL ASA | -39.4% | 0.0% |