3.3°C

Warming Potential

57

Total Footprint

70%

Megatrend Exposure

2.6%

Return YTD

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S&P 500

Financials data per

2.6%

Return YTD

+2.6%

Portfolio Year to Date Return

-∞%+∞%0%

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2.0%-1.0%0.0%+1.0%+2.0%+3.0%+4.0%+5.0%
  • S&P 500

Top 5 Companies

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

S&P 500
 
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

S&P 500
 
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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