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vs

2.9°C

Warming Potential

62

Total Footprint

74%

Megatrend Exposure

11.4%

Net Return YTD

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S&P 500

Financials data per

11.4%

Net Return YTD

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Data source: Globalance

+11.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

78.9%

Net Return Last 3 Years

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Investment Performance

AugSepOctNovDecJanFebMarAprMayJunJulNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • S&P 500

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Intel Corporation+129.1%0.3%
Western Digital Corporation+127.0%0.2%
Seagate Technology Holdings PLC+110.5%0.1%
Ciena Corporation+102.5%0.1%
Teradyne, Inc.+96.5%0.1%

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Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CoStar Group, Inc.-46.5%0.0%
EPAM Systems, Inc.-44.3%0.0%
Workday, Inc. Class A-43.6%0.1%
ServiceNow, Inc.-40.9%0.2%
Gartner, Inc.-40.5%0.0%

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