Compare Portfolios
vs
3.3°C
Warming Potential
57
Total Footprint
70%
Megatrend Exposure
2.6%
Return YTD
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S&P 500
70%
Megatrend Exposure
Portfolio Megatrend Exposure
Data source: Globalance
- Digitisation:
- 40%
- Knowledge Society:
- 19%
- Health & Age:
- 16%
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Global Megatrends Exposure
S&P 500No portfolio selected
16%

40%

4%

3%

10%

9%

2%

13%

19%

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Top 5 Companies
These are the companies with the highest megatrend score in each of the two portfolios
Asset Name | Global Megatrends Exposure | % of portfolio | |
---|---|---|---|
Microsoft Corporation | 100% | 5.7% | |
Amazon.com, Inc. | 100% | 4.9% | |
Facebook, Inc. Class A | 100% | 2.3% | |
Johnson & Johnson | 100% | 1.4% | |
Procter & Gamble Company | 100% | 1.2% |
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Bottom 5 Companies
These are the companies with the lowest megatrend score in each of the two portfolios
Asset Name | Global Megatrends Exposure | % of portfolio | |
---|---|---|---|
Kohl's Corporation | 0% | 0.0% | |
TechnipFMC Plc | 0% | 0.0% | |
HollyFrontier Corporation | 0% | 0.0% | |
Invesco Ltd. | 0% | 0.0% | |
Devon Energy Corporation | 0% | 0.0% |
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