Large Cap Equities

Components Performance/Risk
Period Return
34.4%
Return Rank
Strong
Risk Exposure
Below Average

Beta accounts for the differences in volatility (standard deviation) between the return series of each asset and the Total Market

Assets are moving in sync with the market if their beta is close to 1

The largecap equities of the selection (>$10 bn) - in a range of 0.9< asset beta < 1.05 - are an approximation of total market volatility, as defined by the Pininvest 1200 index 

To index performance over time, the targetted long term price trend of each selected asset will be strong - with an average monthly price outpacing the one-year trend 

 

Assets in the selection, updated dynamically as the asset prices vary day-by-day, should always be evaluated on a case-by-case basis - to account for special events such as mergers or reverse splits

To enter consideration as potential investment, the Impact feature of Pininvest portfolio management will evaluate the potential shift in performance, risk and distribution for the portfolio

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Apple AAPL TechnologyComputer & Mobile Hardware324.964,771 B36.7% Neutral Low Risk
Fortinet FTNT TechnologySecurity Platforms & Software154.54114 B101.8% Neutral Average Risk
Garmin GRMN TechnologyInternet & Mobile Services276.0453 B19.5% Neutral Below Average
Microsoft MSFT TechnologyInformation Systems & Network Software496.823,689 B-0.3% Strong Up Below Average
Agilent Technologies A Health CareLife Sciences Tools & Lab Instruments151.3943 B22.4% Strong Up Below Average
IQVIA Holdings IQV Health CareHealth Care Information Technology263.8445 B42.9% Strong Up Average Risk
Ameriprise Financial AMP FinanceInvestment Bankers/Brokers/Service551.8550 B10.9% Strong Up Low Risk
Bank of America BAC FinanceGlobal Banks62.60449 B29.4% Neutral Low Risk
NatWest Group NWG FinanceGlobal Banks18.5976 B47.0% Neutral Below Average
U.S. Bancorp USB FinanceGlobal Banks62.7798 B37.7% Neutral Low Risk
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