Large Cap Equities

Components Performance/Risk
Period Return
39.5%
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 Hardware313.334,600 B34.7% Neutral Low Risk
Fortinet FTNT TechnologySecurity Platforms & Software159.64118 B101.2% Neutral Average Risk
Garmin GRMN TechnologyInternet & Mobile Services310.8960 B34.6% Strong Up Average Risk
Agilent Technologies A Health CareLife Sciences Tools & Lab Instruments145.9741 B22.9% Weak Up Below Average
Waters WAT Health CareLife Sciences Tools & Lab Instruments406.8640 B37.1% Weak Up Average Risk
IQVIA Holdings IQV Health CareHealth Care Information Technology238.7041 B25.5% Strong Up Above Average
Ameriprise Financial AMP FinanceInvestment Bankers/Brokers/Service551.9850 B10.5% Strong Up Low Risk
Bank of America BAC FinanceGlobal Banks63.17453 B38.4% Strong Up Low Risk
PNC Financial Services Group PNC FinanceGlobal Banks252.56102 B37.6% Strong Up Low Risk
U.S. Bancorp USB FinanceGlobal Banks63.9499 B46.0% Strong Up Low Risk
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