Industrials and Real Estate

Industrials and Real Estate
  • Pininvest Analysis

The constituents of the portfolio have been selected amongst Utilities, Infrastructure (energy-, environmental- and logistics-focused) and Healthcare services (senior housing)

 

The companies are positioned in market segments of stable, or even growing, demand over the medium term, implying a fair degree of support in case of total market reversal

 

Asset volatiliy (a measure of risk) and maximum draw-down (largest continuous share price drop) have been on average low but, based on historical data series, the ratios are only indicative of trends - they do not forecast the future 

Industrials and Real Estate • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Weight Perf. Vol. Risk Contrib. MDD
 
Alexandria Real Estate Equities ARE NYSE Real Estate REITs Health Care & Senior Housing USD 144.65 18 B 8.1% 4.3% 36%   10% -34%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 34.96 7.0 B 2.7% 17.2% 41%   3% -40%
Aqua America WTR NYSE Utilities Water Supply USD 51.94 11 B 20.5% 44.4% 16%   3% -7%
Covanta Holding CVA NYSE Utilities Environmental Services & Waste Mngt USD 8.75 1.2 B 1.7% -43.7% 45%   2% -58%
Cummins CMI NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 134.48 20 B 9.0% -11.6% 38%   9% -45%
Heritage-Crystal Clean HCCI NASDAQ Utilities Environmental Services & Waste Mngt USD 16.70 400 M 3.6% -39.2% 66%   7% -62%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 95.10 4.4 B 14.1% 2.0% 37%   16% -41%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 52.28 2.3 B 9.6% -28.0% 60%   18% -63%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 28.46 1.7 B 6.9% 4.4% 40%   8% -40%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 76.65 24 B 13.7% -2.7% 30%   13% -34%
Snap-On SNA NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 113.03 6.2 B 6.8% -25.2% 36%   7% -44%
Stericycle SRCL NASDAQ Utilities Environmental Services & Waste Mngt USD 48.57 4.4 B 3.3% -10.7% 48%   4% -38%