Iconic brands with loyal customers
Companies whose brands, ecosystems and scale give them pricing power with consumers worldwide.
Model portfolio for research and education, not a recommendation. Returns blend each member's price change by its target weight and exclude dividends.
| Security | Weight | Price | 1D | 1M | 1Y | QuantScore | Why it's here |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | 20% | $342.94 | ▼-0.15% | ▲+2.03% | ▲+30.77% | 56/100 | Hardware ecosystem with a growing services business |
AMZN Amazon.com, Inc. | 20% | $262.45 | ▲+4.98% | ▲+3.44% | ▲+21.24% | 71/100 | E-commerce scale plus AWS |
COST Costco Wholesale Corporation | 20% | $995.53 | ▲+0.65% | ▲+11.19% | ▲+6.35% |
| 51/100 |
| Membership warehouse with exceptional loyalty |
MCD McDonald's Corporation | 15% | $242.97 | ▼-1.65% | ▲+4.83% | ▼-18.75% | 52/100 | Franchise model with global reach |
SBUX Starbucks Corporation | 15% | $97.87 | ▲+0.36% | ▲+2.13% | ▲+15.78% | 42/100 | Premium coffee brand with a large loyalty programme |
NKE NIKE, Inc. | 10% | $37.13 | ▼-2.66% | ▲+3.47% | ▼-46.47% | 48/100 | Leading athletic footwear and apparel brand |