Compare Portfolios
vs
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
3.2°C
Warming Potential
57
Total Footprint
68%
Megatrend Exposure
-8.6%
Net Return YTD
Russell 3000
58
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 14%
- balanced:
- 33%
- positive:
- 53%
SMI
57
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 7%
- balanced:
- 61%
- positive:
- 32%
Top 5 Assets
These are the assets with the highest footprint score in each of the two portfolios
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Automatic Data Processing, Inc. | 89 | 0.2% | |
| Mettler-Toledo International Inc. | 87 | 0.1% | |
| Equinix, Inc. | 86 | 0.2% | |
| Natera, Inc. | 85 | 0.0% | |
| Patterson Companies Incorporated | 85 | 0.0% |
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Lonza Group AG | 85 | 4.2% | |
| Swiss Re AG | 84 | 2.1% | |
| ABB Ltd. | 80 | 4.0% | |
| Zurich Insurance Group Ltd | 79 | 4.9% | |
| Swiss Life Holding AG | 78 | 1.3% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Eagle Materials Inc. | 10 | 0.0% | |
| Olin Corporation | 16 | 0.0% | |
| Westlake Corporation | 17 | 0.0% | |
| United States Steel Corporation | 18 | 0.0% | |
| Southern Copper Corporation | 18 | 0.0% |
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Holcim Ltd | 33 | 2.1% | |
| Logitech International S.A. | 36 | 1.0% | |
| Sika AG | 42 | 3.6% | |
| Roche Holding Ltd Dividend Right Cert. | 48 | 18.6% | |
| Novartis AG | 50 | 14.6% |