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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
9.9%
Return YTD
82.8%
Last 3 Years Return
The chart below shows your time-weighted return before withholding tax and fees.
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Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Moderna, Inc. | +89.4% | 0.4% | |
| Biogen Inc. | +59.8% | 0.3% | |
| Applied Materials, Inc. | +59.3% | 1.0% | |
| ASML Holding NV ADR | +43.7% | 0.4% | |
| Alphabet Inc. Class C | +43.5% | 3.7% |
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