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 February 14, 2025
Broadcom Inc. (AVGO) | 3.79% | $1.09T | 43.99% | 57.24% | 16.80 |
Arista Networks, Inc. (ANET) | 3.16% | $134.63B | 19.97% | 64.15% | 17.48 |
Blackstone, Inc. (BX) | 3.06% | $199.66B | 25.93% | 99.08% | 11.87 |
ServiceNow, Inc. (NOW) | 3.03% | $203.25B | 22.44% | 79.18% | 19.80 |
Parker-Hannifin Corp. (PH) | 3.02% | $90.17B | -1.63% | 36.50% | 4.61 |
Costco Wholesale Corp. (COST) | 3.01% | $475.79B | 7.53% | 12.94% | 1.64 |
KKR Group Co., Inc. (KKR) | 3.01% | $124.85B | 53.98% | 44.38% | N/A |
Progressive Corp. (PGR) | 2.98% | $153.83B | 21.36% | N/A | 1.96 |
NVIDIA Corp. (NVDA) | 2.96% | $3.40T | 93.61% | 74.56% | 30.71 |
Ares Management Corp. (ARES) | 2.94% | $58.28B | 6.12% | 85.11% | N/A |
GE Aerospace (GE) | 2.83% | $223.53B | -43.05% | 37.05% | 4.87 |
MercadoLibre, Inc. (MELI) | 2.82% | $106.97B | 41.28% | 45.91% | 5.48 |
Ameriprise Financial, Inc. (AMP) | 2.82% | $52.96B | 11.30% | 52.57% | N/A |
Palo Alto Networks, Inc. (PANW) | 2.82% | $131.26B | 14.29% | 73.46% | N/A |
Motorola Solutions, Inc. (MSI) | 2.74% | $73.22B | 8.41% | 49.55% | 7.70 |
Cintas Corp. (CTAS) | 2.73% | $82.41B | 7.77% | 48.20% | 9.60 |
Cencora, Inc. (COR) | 2.52% | $47.05B | 12.78% | 2.78% | 0.16 |
United Rentals, Inc. (URI) | 2.51% | $48.41B | 7.07% | 37.23% | 3.99 |
UBS Group AG (UBSG) | 2.46% | $107.11B | -33.42% | N/A | N/A |
Trane Technologies Plc (TT) | 2.45% | $81.48B | 12.22% | 35.69% | 4.45 |
McKesson Corp. (MCK) | 2.41% | $74.41B | 17.80% | 3.38% | 0.24 |
Alphabet, Inc. (GOOGL) | 2.41% | $2.27T | 13.89% | 58.18% | 6.54 |
Eli Lilly & Co. (LLY) | 2.38% | $801.48B | 32.00% | 82.54% | N/A |
TransDigm Group, Inc. (TDG) | 2.32% | $73.71B | 12.35% | 59.10% | 12.00 |
Caterpillar, Inc. (CAT) | 2.31% | $170.58B | -3.36% | 36.33% | 3.24 |
Amphenol Corp. (APH) | 2.31% | $83.42B | 21.25% | 33.76% | 6.03 |
PACCAR, Inc. (PCAR) | 2.27% | $55.55B | -4.25% | 18.31% | N/A |
Intuit, Inc. (INTU) | 2.20% | $164.42B | 10.24% | 71.28% | 10.62 |
KLA Corp. (KLAC) | 2.20% | $99.76B | 24.09% | 60.25% | 8.00 |
Eaton Corp. Plc (ETN) | 2.07% | $122.18B | 7.25% | 39.91% | 5.64 |
Chipotle Mexican Grill, Inc. (CMG) | 2.05% | $77.36B | 14.61% | 23.71% | 7.61 |
Marathon Petroleum Corp. (MPC) | 2.02% | $49.31B | -6.70% | 6.45% | 0.52 |
Synopsys, Inc. (SNPS) | 2.02% | $80.77B | 4.64% | 76.61% | 12.53 |
Southern Copper Corp. (SCCO) | 1.92% | $77.44B | 15.54% | 49.72% | 6.53 |
The Trade Desk, Inc. (TTD) | 1.92% | $39.56B | 25.63% | 80.69% | 23.47 |
PDD Holdings, Inc. (PDD) | 1.79% | $172.43B | 45.92% | 60.03% | 2.87 |
Freeport-McMoRan, Inc. (FCX) | 1.76% | $56.72B | 12.10% | 29.48% | 2.76 |
Applied Materials, Inc. (AMAT) | 1.75% | $137.51B | 6.92% | 48.79% | N/A |
Dell Technologies, Inc. (DELL) | 1.64% | $80.26B | 10.17% | 21.83% | 1.22 |
Novo Nordisk A/S (NOVO.B) | 1.32% | $347.25B | 25.03% | 83.85% | 9.86 |
Super Micro Computer, Inc. (SMCI) | 1.23% | $28.05B | 109.77% | 14.13% | 3.34 |
Apollo Global Management, Inc. (APO) | 0.02% | $92.12B | -20.93% | 100.00% | 4.13 |
Thomson Reuters Corp. (TRI) | 0.01% | $78.19B | 8.43% | 27.07% | 10.60 |
Microsoft Corp. (MSFT) | <0.01% | $3.04T | 12.27% | 68.69% | 12.14 |
Hilton Worldwide Holdings, Inc. (HLT) | NaN% | $63.97B | 9.17% | 26.11% | 6.55 |