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 159.35 20 B 8.6% 6.1% 41%   7% -34%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 35.37 7.1 B 2.5% -1.3% 45%   2% -39%
Covanta Holding CVA NYSE Utilities Environmental Services & Waste Mngt USD 8.29 1.1 B 3.5% -48.0% 61%   4% -58%
Cummins CMI NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 211.90 31 B 11.4% 34.0% 42%   9% -43%
Heritage-Crystal Clean HCCI NASDAQ Utilities Environmental Services & Waste Mngt USD 14.86 346 M 6.4% -41.6% 79%   10% -62%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 107.27 5.0 B 15.4% 5.9% 42%   13% -40%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 62.52 2.8 B 15.4% -19.4% 75%   25% -62%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 34.36 2.3 B 7.4% 7.5% 50%   7% -39%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 95.78 30 B 15.4% 13.2% 34%   11% -34%
Snap-On SNA NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 147.53 8.0 B 10.0% -2.1% 46%   9% -44%
Stericycle SRCL NASDAQ Utilities Environmental Services & Waste Mngt USD 63.18 5.8 B 4.0% 26.7% 52%   4% -38%