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vs

2.9°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

3.2%

Net Return YTD

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S&P 500

Financials data per

3.2%

Net Return YTD

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Data source: Globalance

+3.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

77.4%

Net Return Last 3 Years

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Investment Performance

JunJulAugSepOctNovDecJanFebMarAprMayNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%+4.0%
  • S&P 500

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ciena Corporation+111.7%0.1%
Western Digital Corporation+110.0%0.2%
Seagate Technology Holdings PLC+93.4%0.1%
Corning Inc+90.0%0.2%
Teradyne, Inc.+89.1%0.1%

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Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Workday, Inc. Class A-41.9%0.1%
Intuit Inc.-41.2%0.2%
CoStar Group, Inc.-40.5%0.0%
Trade Desk, Inc. Class A-40.0%0.0%
Gartner, Inc.-38.4%0.0%

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