Compare Portfolios
vs
3.5°C
Warming Potential
59
Total Footprint
55%
Megatrend Exposure
-8.6%
Net Return YTD
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
STOXX Europe 600
Financials data per-8.6%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
27.3%
Net Return Last 3 Years
Russell 3000
Financials data per-17.2%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
45%
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- Russell 3000
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Rheinmetall AG | +130.7% | 0.0% | |
| Tenaris S.A. | +69.5% | 0.1% | |
| Dassault Aviation SA | +63.3% | 0.0% | |
| Thales SA | +57.3% | 0.1% | |
| Leonardo SpA | +57.1% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Occidental Petroleum Corporation | +126.1% | 0.1% | |
| Antero Resources Corporation | +125.0% | 0.0% | |
| EQT Corporation | +105.1% | 0.0% | |
| Helmerich & Payne, Inc. | +105.0% | 0.0% | |
| Coterra Energy Inc. | +76.5% | 0.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Evraz PLC | -86.5% | 0.0% | |
| Polymetal International Plc | -81.5% | 0.1% | |
| Orpea SA | -72.2% | 0.0% | |
| Delivery Hero SE | -69.7% | 0.2% | |
| Just Eat Takeaway.com N.V. | -60.4% | 0.1% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Kodiak Sciences, Inc. | -91.9% | 0.0% | |
| Vroom, Inc. | -87.1% | 0.0% | |
| Carvana Co. Class A | -87.0% | 0.1% | |
| fuboTV Inc. | -79.2% | 0.0% | |
| Skillz Inc. Class A | -76.6% | 0.0% |