2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

1.8°C

Warming Potential

67

Total Footprint

88%

Megatrend Exposure

5.1%

Net Return YTD

S&P 500

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33.4%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

12.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%+8.0%
  • S&P 500
  • Nasdaq Composite

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
NVIDIA Corporation+46.6%2.9%
Eli Lilly and Company+34.4%1.3%
Meta Platforms Inc Class A+33.7%1.9%
Catalent Inc+29.4%0.0%
Ralph Lauren Corporation Class A+25.4%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%4.2%
Meta Platforms Inc Class A+33.7%3.8%
CrowdStrike Holdings, Inc. Class A+29.0%0.4%
Palo Alto Networks, Inc.+24.3%0.7%
Trade Desk, Inc. Class A+23.6%0.3%

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
Archer-Daniels-Midland Company-25.0%0.1%
MarketAxess Holdings Inc.-25.0%0.0%
Charter Communications, Inc. Class A-24.6%0.1%
Boeing Company-21.8%0.3%
Carnival Corporation-20.2%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Charter Communications, Inc. Class A-24.6%0.6%
Tesla, Inc.-19.5%2.8%
JD.com, Inc. Sponsored ADR Class A-16.2%0.1%
Biogen Inc.-15.3%0.3%
Walgreens Boots Alliance, Inc.-14.9%0.2%