Compare Portfolios
vs
1.7°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
5.1%
Net Return YTD
2.8°C
Warming Potential
59
Total Footprint
65%
Megatrend Exposure
2.4%
Net Return YTD
SMI
60
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 3%
- balanced:
- 41%
- positive:
- 56%
Dow Jones Indust A
59
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 14%
- balanced:
- 31%
- positive:
- 55%
Top 5 Assets
These are the assets with the highest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Lonza Group AG | 89 | 3.4% | |
| Zurich Insurance Group Ltd | 84 | 6.0% | |
| Swiss Re AG | 84 | 2.4% | |
| ABB Ltd. | 78 | 4.5% | |
| Swiss Life Holding AG | 78 | 1.5% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Automatic Data Processing, Inc. | 91 | 0.2% | |
| Acuity Brands, Inc. | 89 | 0.0% | |
| Mettler-Toledo International Inc. | 88 | 0.1% | |
| Medpace Holdings, Inc. | 87 | 0.0% | |
| Paychex, Inc. | 86 | 0.1% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Holcim Ltd | 36 | 2.7% | |
| Logitech International S.A. | 38 | 0.8% | |
| Sika AG | 43 | 3.5% | |
| Credit Suisse Group AG | 49 | 1.0% | |
| Roche Holding Ltd Dividend Right Cert. | 49 | 16.8% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Eagle Materials Inc. | 10 | 0.0% | |
| Peloton Interactive, Inc. Class A | 17 | 0.0% | |
| Texas Pacific Land Corporation | 17 | 0.0% | |
| Garmin Ltd. | 18 | 0.0% | |
| Reynolds Consumer Products Inc | 19 | 0.0% |