Compare Portfolios
vs
2.9°C
Warming Potential
59
Total Footprint
70%
Megatrend Exposure
-3.9%
Net Return YTD
Select another portfolio to compare performance statistics.
S&P 500
Financials data per-3.9%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
80.6%
Net Return Last 3 Years
Select another portfolio to compare performance statistics.
Investment Performance
- S&P 500
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Discovery, Inc. Class A | +32.5% | 0.0% | |
| Schlumberger NV | +26.2% | 0.1% | |
| Halliburton Company | +25.7% | 0.1% | |
| Hess Corporation | +24.0% | 0.1% | |
| APA Corp. | +23.8% | 0.0% |
Select another portfolio to compare performance statistics.
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Etsy, Inc. | -25.2% | 0.1% | |
| Bio-Techne Corporation | -24.6% | 0.1% | |
| Enphase Energy, Inc. | -21.9% | 0.1% | |
| Ceridian HCM Holding, Inc. | -20.7% | 0.0% | |
| Align Technology, Inc. | -20.2% | 0.1% |
Select another portfolio to compare performance statistics.