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vs
3.3°C
Warming Potential
57
Total Footprint
70%
Megatrend Exposure
2.6%
Return YTD
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S&P 500
Financials data per2.6%
Return YTD
Portfolio Year to Date Return
Data source: FactSet
18.4%
Last Year Return
2.8%
Last Month Return
49.5%
Last 3 Years Return
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Investment Performance
- S&P 500
Top 5 Companies
These are the companies with the highest finance score in each of the two portfolios
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Discovery, Inc. Class A | +113.5% | 0.0% | |
| ViacomCBS Inc. Class B | +99.2% | 0.1% | |
| Marathon Oil Corporation | +95.1% | 0.0% | |
| Occidental Petroleum Corporation | +80.4% | 0.0% | |
| Diamondback Energy, Inc. | +77.0% | 0.0% |
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Bottom 5 Companies
These are the companies with the lowest finance score in each of the two portfolios
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Mylan N.V. | -25.8% | 0.0% | |
| Verisk Analytics Inc | -19.0% | 0.1% | |
| Take-Two Interactive Software, Inc. | -17.8% | 0.1% | |
| Paycom Software, Inc. | -17.0% | 0.0% | |
| Copart, Inc. | -16.4% | 0.1% |
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