Index Performance
Overview
Description
Influenced by forward-looking market trends in investment returns, the Index is designed to provide exposure and track large-cap companies that have proven to yield high returns over the past 5 years. Portfolio construction: - Simple and straightforward approach to select high-performing stocks - The Index tracks a fixed target number of constituents (30) - Only large-cap companies (>40B market cap) are included in the Index - 1 year total return > 0% - 3 year total return > 90% - 5 year total return > 180% - From the eligible list of stocks, they are sorted by the 5 year total return to select the top 30 with high returns - Stocks are equally weighted Reconstitution: - The Index is reconstituted annually, the portfolio construction rules are applied, securities will leave the Index if they are not eligible anymore and replaced by new eligible securities
- TickerIIHG
- Inception Date02/25/2024
- WeightingEqual
- # of holdings45
What's inside?
Holdings
All holdings as of November 1, 2024
Blackstone, Inc. (BX) | 3.20% | $121.07B | -0.46% | 99.51% | 13.26 |
KKR Group Co., Inc. (KKR) | 3.03% | $122.10B | 98.94% | 57.80% | N/A |
Arista Networks, Inc. (ANET) | 3.00% | $123.83B | 15.87% | 64.91% | 16.77 |
ServiceNow, Inc. (NOW) | 2.98% | $194.34B | 22.25% | 79.12% | 17.53 |
NVIDIA Corp. (NVDA) | 2.97% | $3.32T | 122.40% | 75.15% | 28.91 |
The Trade Desk, Inc. (TTD) | 2.94% | $53.52B | 25.91% | 81.10% | 21.88 |
Motorola Solutions, Inc. (MSI) | 2.92% | $75.73B | 9.36% | 49.58% | 6.84 |
MercadoLibre, Inc. (MELI) | 2.83% | $104.18B | 48.55% | 46.62% | 4.72 |
Cintas Corp. (CTAS) | 2.83% | $82.93B | 6.80% | 48.40% | 8.75 |
Broadcom Inc. (AVGO) | 2.82% | $788.95B | 47.27% | 58.15% | 15.61 |
Parker-Hannifin Corp. (PH) | 2.82% | $81.71B | 1.17% | 36.83% | 4.62 |
Progressive Corp. (PGR) | 2.78% | $142.15B | 26.74% | N/A | 2.17 |
United Rentals, Inc. (URI) | 2.76% | $52.07B | 6.03% | 38.55% | 4.51 |
Ameriprise Financial, Inc. (AMP) | 2.70% | $49.80B | 12.02% | 52.64% | 2.47 |
Palo Alto Networks, Inc. (PANW) | 2.63% | $118.67B | 16.46% | 74.35% | 14.17 |
Ares Management Corp. (ARES) | 2.62% | $32.10B | 58.80% | 77.47% | N/A |
Trane Technologies Plc (TT) | 2.61% | $84.64B | 11.43% | 36.29% | 4.74 |
Caterpillar, Inc. (CAT) | 2.55% | $184.08B | -4.19% | 35.42% | 3.39 |
Costco Wholesale Corp. (COST) | 2.53% | $388.71B | 5.02% | 12.61% | 1.56 |
Cencora, Inc. (COR) | 2.51% | $46.16B | 10.90% | 2.81% | 0.16 |
GE Aerospace (GE) | 2.40% | $185.83B | -43.31% | 36.98% | 3.89 |
Intuit, Inc. (INTU) | 2.40% | $174.27B | 13.34% | 75.76% | 11.44 |
TransDigm Group, Inc. (TDG) | 2.38% | $73.20B | 17.26% | 57.65% | 12.17 |
Eli Lilly & Co. (LLY) | 2.38% | $777.42B | 20.43% | 81.02% | 20.30 |
Amphenol Corp. (APH) | 2.34% | $81.81B | 26.24% | 33.60% | 6.07 |
UBS Group AG (UBSG) | 2.32% | $100.04B | -0.21% | N/A | 2.71 |
Eaton Corp. Plc (ETN) | 2.30% | $132.39B | 7.91% | 38.52% | 5.70 |
Alphabet, Inc. (GOOGL) | 2.29% | $1.96T | 15.07% | 58.67% | 5.88 |
PACCAR, Inc. (PCAR) | 2.21% | $54.19B | -5.26% | 18.47% | 1.67 |
Southern Copper Corp. (SCCO) | 2.21% | $86.49B | 16.97% | 50.55% | 8.65 |
McKesson Corp. (MCK) | 2.20% | $68.25B | 6.44% | 3.73% | 0.26 |
Chipotle Mexican Grill, Inc. (CMG) | 2.17% | $79.83B | 13.01% | 22.47% | 7.49 |
Freeport-McMoRan, Inc. (FCX) | 2.08% | $63.83B | 15.71% | 30.56% | 3.46 |
Synopsys, Inc. (SNPS) | 2.06% | $79.63B | 2.31% | 78.17% | 13.79 |
KLA Corp. (KLAC) | 2.02% | $89.54B | 18.61% | 60.71% | 10.41 |
Applied Materials, Inc. (AMAT) | 1.95% | $151.18B | 5.52% | 47.29% | 6.32 |
Novo Nordisk A/S (NOVO.B) | 1.93% | $376.25B | 25.34% | 84.90% | 17.38 |
Dell Technologies, Inc. (DELL) | 1.92% | $43.69B | 8.76% | 21.15% | 1.03 |
Marathon Petroleum Corp. (MPC) | 1.90% | $47.90B | 3.78% | 7.76% | 0.60 |
PDD Holdings, Inc. (PDD) | 1.79% | $167.43B | 79.95% | 65.28% | 3.19 |
Super Micro Computer, Inc. (SMCI) | 0.69% | $15.25B | 109.77% | 14.13% | 3.34 |
Apollo Global Management, Inc. (APO) | 0.02% | $80.30B | -55.94% | 63.13% | 2.76 |
Thomson Reuters Corp. (TRI) | 0.01% | $74.29B | 7.63% | 25.17% | 11.15 |
Microsoft Corp. (MSFT) | <0.01% | $3.05T | 16.04% | 69.35% | 12.72 |
Hilton Worldwide Holdings, Inc. (HLT) | NaN% | $57.65B | 7.26% | 26.23% | 6.16 |