Indexed values (base 100 at inception): market value vs. invested capital
Sensitive
71.56%
Defensive
18.80%
Cyclical
9.64%
Information Technology
47.91%
Communication Services
21.05%
Industrials
2.27%
Energy
0.33%
Consumer Staples
15.36%
Health Care
2.71%
Utilities
0.73%
Consumer Discretionary
8.85%
Materials
0.65%
Financials
0.14%
North America
85.33%
Europe
14.51%
Asia
0.16%
United States of America
84.70%
Switzerland
10.24%
France
2.64%
Netherlands
0.79%
Canada
0.63%
United Kingdom
0.40%
Germany
0.32%
China
0.16%
Spain
0.12%
How your portfolio's geographic exposure has shifted month by month.
How your portfolio's Cyclical / Defensive / Sensitive exposure has shifted month by month.
Per page
| Name | Percentage | Country | Sector | |
|---|---|---|---|---|
2 | Meta Platforms | 12.66% |  | |
1 | Nestlé | 10.24% |  | |
2 | CrowdStrike | 6.00% | | |
1 | NVIDIA | 5.86% | | |
1 | Apple | 5.37% | | |
1 | Microsoft | 4.14% | | |
1 | Micron Technology | 3.65% | | |
1 | Advanced Micro Devices | 3.07% | | |
1 | Amazon.com | 2.91% | | |
1 | Alphabet Inc. | 2.18% | | |
1 | Tesla | 2.11% | | |
1 | Alphabet | 2.03% | | |
1 | Intel | 1.93% | | |
1 | SpaceX (Space Exploration Technologies Corp.) | 1.90% | | |
1 | Broadcom | 1.81% | |