Compare Portfolios
vs
2.4°C
Warming Potential
63
Total Footprint
71%
Megatrend Exposure
5.1%
Net Return YTD
1.6°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
1.6%
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%
SMI
60
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 3%
- balanced:
- 52%
- positive:
- 45%
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 |
|---|---|---|---|
| Alcon AG | 90 | 3.1% | |
| Zurich Insurance Group Ltd | 86 | 6.0% | |
| Sonova Holding AG | 80 | 1.0% | |
| Lonza Group AG | 80 | 2.3% | |
| Swiss Re AG | 80 | 2.7% |
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 |
|---|---|---|---|
| Holcim Ltd | 38 | 2.9% | |
| Sika AG | 47 | 3.2% | |
| Roche Holding Ltd Dividend Right Cert. | 49 | 16.2% | |
| Nestle S.A. | 50 | 17.9% | |
| Logitech International S.A. | 50 | 1.1% |