Compare Portfolios
vs
3.5°C
Warming Potential
56
Total Footprint
41%
Megatrend Exposure
1.7%
Net Return YTD
3.0°C
Warming Potential
58
Total Footprint
69%
Megatrend Exposure
-17.2%
Net Return YTD
FTSE 100
Financials data per1.7%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
3.9%
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
- FTSE 100
- 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 |
|---|---|---|---|
| Shell PLC Class A | +47.8% | 3.5% | |
| BAE Systems plc | +41.5% | 0.9% | |
| Glencore plc | +39.5% | 2.4% | |
| Standard Chartered PLC | +35.8% | 0.6% | |
| BP p.l.c. | +32.4% | 3.5% |
| 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% | 0.2% | |
| Polymetal International Plc | -81.5% | 0.3% | |
| Ocado Group PLC | -53.3% | 0.4% | |
| JD Sports Fashion Plc | -43.2% | 0.3% | |
| AVEVA Group plc | -34.8% | 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% |