Compare Portfolios
vs
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
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 10%
- balanced:
- 24%
- positive:
- 66%
Hang Seng Index
61
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
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
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Mettler-Toledo International Inc. | 97 | 0.1% | |
| Elevance Health, Inc. | 96 | 0.3% | |
| IQVIA Holdings Inc | 96 | 0.1% | |
| Waters Corporation | 96 | 0.0% | |
| Centene Corporation | 95 | 0.1% |
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Alibaba Health Information Technology Ltd. | 85 | 1.3% | |
| Tencent Holdings Ltd. | 82 | 8.0% | |
| JD Health International, Inc. | 79 | 2.1% | |
| Ping An Healthcare and Technology Company Limited | 79 | 0.6% | |
| Baidu, Inc. Class A | 76 | 4.1% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| Garmin Ltd. | 16 | 0.0% | |
| Philip Morris International Inc. | 18 | 0.4% | |
| TransDigm Group Incorporated | 24 | 0.1% | |
| Altria Group, Inc. | 24 | 0.2% | |
| Southwest Airlines Co. | 25 | 0.0% |
| Â | Asset Name | Total Footprint | % of portfolio |
|---|---|---|---|
| BYD Electronic (International) Co., Ltd. | 34 | 1.6% | |
| Hua Hong Semiconductor Ltd. | 39 | 0.7% | |
| JD.com, Inc. Class A | 42 | 6.7% | |
| Bilibili, Inc. Class Z | 45 | 1.5% | |
| Haier Smart Home Co., Ltd. Class H | 47 | 3.1% |