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vs

2.9°C

Warming Potential

62

Total Footprint

74%

Megatrend Exposure

13.7%

Net Return YTD

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S&P 500

Financials data per

13.7%

Net Return YTD

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Data source: Globalance

+13.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

17.9%

Net Return Last Year

-0.3%

Net Return Last Month

89.8%

Net Return Last 3 Years

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Investment Performance

NovDecJanFebMarAprMayJunJulAugSepOctNet Return YTD-10%-5%0%+5%+10%+15%+20%
  • 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
Dell Technologies, Inc. Class C+223.4%0.1%
Western Digital Corporation+216.4%0.2%
Seagate Technology Holdings PLC+211.4%0.1%
Micron Technology, Inc.+188.5%0.7%
Intel Corporation+144.4%0.3%

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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.-57.2%0.0%
Trade Desk, Inc. Class A-52.5%0.0%
Intuit Inc.-51.7%0.2%
Boston Scientific Corporation-51.0%0.2%
EPAM Systems, Inc.-48.5%0.0%

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