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vs
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
19.9%
Return YTD
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S&P 500
Financials data per19.9%
Return YTD
Portfolio Year to Date Return
Data source: FactSet
61.1%
Last 3 Years Return
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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 | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| L Brands, Inc. | +125.3% | 0.0% | |
| Devon Energy Corporation | +114.6% | 0.0% | |
| Fortinet, Inc. | +109.1% | 0.1% | |
| Gartner, Inc. | +102.4% | 0.1% | |
| Marathon Oil Corporation | +92.7% | 0.0% |
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Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Las Vegas Sands Corp. | -37.4% | 0.1% | |
| Take-Two Interactive Software, Inc. | -29.4% | 0.1% | |
| Viatris, Inc. | -27.6% | 0.1% | |
| IPG Photonics Corporation | -27.3% | 0.0% | |
| Wynn Resorts, Limited | -25.7% | 0.0% |
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