EH

Employers Holdings Portfolio holdings

AUM $170M
1-Year Est. Return 58.63%
This Quarter Est. Return
1 Year Est. Return
+58.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.84M
3
+$1.06M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$862K
5
LOW icon
Lowe's Companies
LOW
+$767K

Top Sells

1
+$2M
2
+$1.29M
3
+$1.24M
4
MSFT icon
Microsoft
MSFT
+$1.02M
5
MET icon
MetLife
MET
+$585K

Sector Composition

1 Technology 25.2%
2 Healthcare 15.44%
3 Communication Services 13.03%
4 Financials 12.99%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.96%
14,775
+115
27
$1.71M 0.96%
54,964
+3,789
28
$1.64M 0.93%
12,581
+2,321
29
$1.63M 0.92%
9,045
+415
30
$1.6M 0.9%
9,165
+3,265
31
$1.57M 0.89%
33,699
-1,175
32
$1.49M 0.84%
10,290
-2,350
33
$1.48M 0.84%
11,189
-965
34
$1.48M 0.84%
15,066
+2,311
35
$1.44M 0.82%
60,750
36
$1.44M 0.81%
5,455
+645
37
$1.41M 0.8%
35,417
+555
38
$1.37M 0.77%
21,050
+6,690
39
$1.35M 0.76%
23,015
+5,475
40
$1.28M 0.72%
15,755
+830
41
$1.19M 0.67%
26,671
-30
42
$1.19M 0.67%
12,471
-2,050
43
$1.19M 0.67%
16,125
44
$1.16M 0.66%
15,345
+5,065
45
$1.16M 0.65%
121,600
46
$1.15M 0.65%
26,990
47
$1.15M 0.65%
44,515
+5,215
48
$1.12M 0.63%
5,270
+145
49
$1.09M 0.62%
3,600
-105
50
$1.07M 0.6%
17,348
+9,308
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