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 October 28, 2024
Blackstone, Inc. (BX) | 3.17% | $122.39B | 46.41% | 99.24% | 11.91 |
KKR Group Co., Inc. (KKR) | 3.04% | $124.91B | 98.94% | 57.80% | N/A |
NVIDIA Corp. (NVDA) | 3.02% | $3.45T | 122.40% | 75.15% | 28.91 |
Arista Networks, Inc. (ANET) | 2.93% | $123.27B | 15.87% | 64.91% | 16.77 |
ServiceNow, Inc. (NOW) | 2.93% | $194.67B | 22.25% | 79.12% | 17.53 |
Motorola Solutions, Inc. (MSI) | 2.88% | $76.31B | 9.36% | 49.58% | 6.84 |
The Trade Desk, Inc. (TTD) | 2.87% | $53.42B | 25.91% | 81.10% | 21.88 |
Broadcom Inc. (AVGO) | 2.81% | $803.43B | 47.27% | 58.15% | 15.61 |
Cintas Corp. (CTAS) | 2.81% | $84.12B | 6.80% | 48.40% | 8.75 |
United Rentals, Inc. (URI) | 2.81% | $54.12B | 6.03% | 38.55% | 4.51 |
MercadoLibre, Inc. (MELI) | 2.78% | $104.24B | 48.55% | 46.62% | 4.72 |
Progressive Corp. (PGR) | 2.74% | $143.08B | 26.74% | N/A | 2.17 |
Ares Management Corp. (ARES) | 2.71% | $33.91B | -25.61% | 98.71% | 11.94 |
Parker-Hannifin Corp. (PH) | 2.71% | $80.25B | 4.53% | 35.91% | 3.82 |
Ameriprise Financial, Inc. (AMP) | 2.67% | $50.41B | 11.44% | 49.36% | 2.47 |
Trane Technologies Plc (TT) | 2.67% | $88.63B | 12.81% | 36.47% | 4.21 |
Palo Alto Networks, Inc. (PANW) | 2.58% | $117.98B | 16.46% | 74.35% | 14.17 |
Caterpillar, Inc. (CAT) | 2.57% | $189.41B | -3.63% | 37.36% | 2.95 |
Eli Lilly & Co. (LLY) | 2.55% | $851.19B | 35.98% | 80.80% | 21.69 |
Costco Wholesale Corp. (COST) | 2.52% | $394.76B | 5.02% | 12.61% | 1.56 |
Cencora, Inc. (COR) | 2.45% | $46.02B | 10.90% | 2.81% | 0.16 |
GE Aerospace (GE) | 2.41% | $189.79B | -43.31% | 36.98% | 3.89 |
UBS Group AG (UBSG) | 2.41% | $103.72B | 38.06% | N/A | 2.78 |
TransDigm Group, Inc. (TDG) | 2.39% | $75.14B | 17.26% | 57.65% | 12.17 |
Eaton Corp. Plc (ETN) | 2.33% | $137.55B | 8.25% | 37.94% | 5.53 |
Amphenol Corp. (APH) | 2.32% | $82.80B | 26.24% | 33.60% | 6.07 |
Intuit, Inc. (INTU) | 2.32% | $171.56B | 13.34% | 75.76% | 11.44 |
Southern Copper Corp. (SCCO) | 2.26% | $90.19B | 16.97% | 50.55% | 8.64 |
PACCAR, Inc. (PCAR) | 2.25% | $56.13B | -5.39% | 17.56% | N/A |
Chipotle Mexican Grill, Inc. (CMG) | 2.20% | $82.99B | 18.22% | 26.10% | 8.38 |
Alphabet, Inc. (GOOGL) | 2.19% | $1.92T | 13.46% | 58.05% | 6.72 |
Freeport-McMoRan, Inc. (FCX) | 2.08% | $65.42B | 15.71% | 30.56% | 3.46 |
McKesson Corp. (MCK) | 2.08% | $66.00B | 6.44% | 3.73% | 0.26 |
KLA Corp. (KLAC) | 1.99% | $90.35B | -6.41% | 61.19% | 11.70 |
Marathon Petroleum Corp. (MPC) | 1.97% | $50.56B | 3.78% | 7.76% | 0.60 |
Synopsys, Inc. (SNPS) | 1.93% | $76.22B | 2.31% | 78.17% | 13.79 |
Applied Materials, Inc. (AMAT) | 1.93% | $152.80B | 5.52% | 47.29% | 6.32 |
Novo Nordisk A/S (NOVO.B) | 1.90% | $375.29B | 25.34% | 84.90% | 17.38 |
PDD Holdings, Inc. (PDD) | 1.83% | $174.69B | 79.95% | 65.28% | 3.19 |
Dell Technologies, Inc. (DELL) | 1.73% | $40.29B | 8.76% | 21.15% | 1.03 |
Super Micro Computer, Inc. (SMCI) | 1.24% | $27.94B | 109.77% | 14.13% | 3.34 |
Apollo Global Management, Inc. (APO) | 0.02% | $82.49B | -55.94% | 63.13% | 2.76 |
Thomson Reuters Corp. (TRI) | 0.01% | $74.85B | 7.63% | 25.17% | 11.15 |
Microsoft Corp. (MSFT) | <0.01% | $3.17T | 15.67% | 69.76% | 13.71 |
Hilton Worldwide Holdings, Inc. (HLT) | NaN% | $57.82B | 7.26% | 26.23% | 6.16 |