Compare Portfolios
vs
2.0°C
Warming Potential
67
Total Footprint
92%
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 | |
|---|---|---|---|
| Micron Technology, Inc. | +227.2% | 0.5% | |
| Palo Alto Networks, Inc. | +96.6% | 1.1% | |
| NetApp, Inc. | +72.5% | 0.6% | |
| ASML Holding NV | +56.5% | 0.6% | |
| F5, Inc. | +55.0% | 0.6% |
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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 | |
|---|---|---|---|
| HSBC Hang Seng Tech UCITS ETF | -18.1% | 2.6% | |
| Wolters Kluwer N.V. | -18.1% | 0.7% | |
| Netflix, Inc. | -13.8% | 0.5% | |
| AstraZeneca PLC | -11.5% | 0.9% | |
| Ulta Beauty Inc. | -9.8% | 0.7% |
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