Compare Portfolios
vs
1.9°C
Warming Potential
68
Total Footprint
91%
Megatrend Exposure
–
Net Return YTD
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Globalance Sokrates Fund
–
Net Return YTD
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Data source: Globalance
Data source: FactSet
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Investment Performance
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Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Panasonic Holdings Corporation | +103.4% | 0.8% | |
| Palo Alto Networks, Inc. | +82.0% | 0.7% | |
| ASML Holding NV | +73.0% | 0.7% | |
| Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | +39.1% | 0.7% | |
| ABB Ltd. | +37.9% | 0.7% |
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Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Accenture Plc Class A | -46.0% | 0.6% | |
| Adobe Inc. | -37.6% | 0.6% | |
| Wolters Kluwer N.V. | -30.3% | 0.6% | |
| Netflix, Inc. | -26.9% | 0.7% | |
| Microsoft Corporation | -18.9% | 0.6% |
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