2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

6.7%

Net Return YTD

2.5°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

3.4%

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%

Dow Jones Indust A

62

Total Footprint

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Data source: Globalance

62

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
12%
balanced:
25%
positive:
63%

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%
Dow Jones Indust A
 
Asset Name
Total Footprint
% of portfolio
Mettler-Toledo International Inc.970.1%
Elevance Health, Inc.960.3%
Avantor, Inc.960.0%
IQVIA Holdings Inc960.1%
Waters Corporation960.0%

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%
Dow Jones Indust A
 
Asset Name
Total Footprint
% of portfolio
Eagle Materials Inc.100.0%
Veeva Systems Inc Class A140.1%
e.l.f. Beauty, Inc.140.0%
Garmin Ltd.160.0%
Philip Morris International Inc.180.3%