2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

1.8°C

Warming Potential

61

Total Footprint

97%

Megatrend Exposure

-4.1%

Net Return YTD

S&P 500

63

Total Footprint

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Data source: Globalance

63

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
10%
balanced:
24%
positive:
66%

Hang Seng Index

61

Total Footprint

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Data source: Globalance

61

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
9%
balanced:
32%
positive:
59%

Top 5 Assets

These are the assets with the highest footprint score in each of the two portfolios

S&P 500
 
Asset Name
Total Footprint
% of portfolio
Mettler-Toledo International Inc.970.1%
Elevance Health, Inc.960.3%
IQVIA Holdings Inc960.1%
Waters Corporation960.0%
Centene Corporation950.1%
Hang Seng Index
 
Asset Name
Total Footprint
% of portfolio
Alibaba Health Information Technology Ltd.851.3%
Tencent Holdings Ltd.828.0%
JD Health International, Inc.792.1%
Ping An Healthcare and Technology Company Limited790.6%
Baidu, Inc. Class A764.1%

Bottom 5 Assets

These are the assets with the lowest footprint score in each of the two portfolios

S&P 500
 
Asset Name
Total Footprint
% of portfolio
Garmin Ltd.160.0%
Philip Morris International Inc.180.4%
TransDigm Group Incorporated240.1%
Altria Group, Inc.240.2%
Southwest Airlines Co.250.0%
Hang Seng Index
 
Asset Name
Total Footprint
% of portfolio
BYD Electronic (International) Co., Ltd.341.6%
Hua Hong Semiconductor Ltd.390.7%
JD.com, Inc. Class A426.7%
Bilibili, Inc. Class Z451.5%
Haier Smart Home Co., Ltd. Class H473.1%