Large Cap Equities

Components Performance/Risk
Period Return
32.6%
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
 
Fortinet FTNT TechnologySecurity Platforms & Software174.26129 B104.4% Weak Up Average Risk
Garmin GRMN TechnologyInternet & Mobile Services284.6755 B22.6% Neutral Below Average
Microsoft MSFT TechnologyInformation Systems & Network Software498.003,698 B-0.9% Strong Up Below Average
Salesforce.com CRM TechnologyCRM - Customer Relations Mngt233.28215 B-3.5% Neutral Average Risk
Agilent Technologies A Health CareLife Sciences Tools & Lab Instruments167.2647 B34.4% Neutral Below Average
Waters WAT Health CareLife Sciences Tools & Lab Instruments425.7442 B42.3% Neutral Average Risk
IQVIA Holdings IQV Health CareHealth Care Information Technology270.0946 B44.9% Strong Up Average Risk
Ameriprise Financial AMP FinanceInvestment Bankers/Brokers/Service512.3747 B5.7% Neutral Low Risk
Bank of America BAC FinanceGlobal Banks56.20403 B12.2% Neutral Low Risk
NatWest Group NWG FinanceGlobal Banks18.9578 B49.2% Neutral Below Average
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