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

63

Portfolio Footprint Score

0100

Data source: Globalance

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

SMI

60

Total Footprint

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Data source: Globalance

60

Portfolio Footprint Score

0100

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

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%
SMI
 
Asset Name
Total Footprint
% of portfolio
Alcon AG903.1%
Zurich Insurance Group Ltd866.0%
Sonova Holding AG801.0%
Lonza Group AG802.3%
Swiss Re AG802.7%

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%
SMI
 
Asset Name
Total Footprint
% of portfolio
Holcim Ltd382.9%
Sika AG473.2%
Roche Holding Ltd Dividend Right Cert.4916.2%
Nestle S.A.5017.9%
Logitech International S.A.501.1%