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 165.41 21 B 8.8% 17.5% 41%   10% -34%
Americold Realty Trust COLD NYSE Real Estate REITs Material-Digital Storage USD 36.62 7.3 B 2.4% 9.7% 45%   2% -40%
Aqua America WTR NYSE Utilities Water Supply USD 51.94 11 B 17.3% 26.8% 12%   1% -7%
Covanta Holding CVA NYSE Utilities Environmental Services & Waste Mngt USD 9.46 1.2 B 1.7% -42.6% 60%   2% -62%
Cummins CMI NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 171.03 25 B 10.2% 3.6% 43%   10% -45%
Heritage-Crystal Clean HCCI NASDAQ Utilities Environmental Services & Waste Mngt USD 16.92 394 M 3.7% -34.9% 78%   7% -62%
Life Storage LSI NYSE Real Estate REITs Material-Digital Storage USD 98.17 4.6 B 13.8% 4.8% 42%   15% -41%
National Health Investors NHI NYSE Real Estate REITs Health Care & Senior Housing USD 62.80 2.8 B 10.9% -15.0% 73%   21% -63%
National Storage Affiliates Trust NSA NYSE Real Estate REITs Material-Digital Storage USD 29.96 2.0 B 6.8% 7.6% 50%   8% -40%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 81.39 26 B 12.8% -4.7% 34%   11% -34%
Snap-On SNA NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 134.12 7.3 B 7.4% -15.1% 46%   8% -44%
Stericycle SRCL NASDAQ Utilities Environmental Services & Waste Mngt USD 54.96 5.0 B 4.2% 17.3% 53%   5% -38%