Compare Portfolios
vs
3.3°C
Warming Potential
57
Total Footprint
66%
Megatrend Exposure
-10.5%
Net Return YTD
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
SPI
Financials data per-10.5%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
26.8%
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
- SPI
- 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 |
|---|---|---|---|
| Burkhalter Holding AG | +25.1% | 0.0% | |
| mobilezone holding AG | +20.3% | 0.0% | |
| Banque Cantonale Vaudoise | +16.7% | 0.1% | |
| Helvetia Holding Ltd | +16.7% | 0.2% | |
| Baloise-Holding AG | +16.0% | 0.4% |
| 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 |
|---|---|---|---|
| Molecular Partners AG | -60.2% | 0.0% | |
| Zur Rose Group AG | -54.6% | 0.2% | |
| Bachem Holding AG Class B | -49.9% | 0.3% | |
| Tecan Group AG | -45.6% | 0.4% | |
| COMET Holding AG | -44.9% | 0.2% |
| 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% |