EH

Employers Holdings Portfolio holdings

AUM $170M
1-Year Est. Return 58.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+58.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$437K
3
+$370K
4
CLX icon
Clorox
CLX
+$345K
5
EVRG icon
Evergy
EVRG
+$333K

Top Sells

1
+$5.06M
2
+$3.91M
3
+$2.32M
4
MSFT icon
Microsoft
MSFT
+$1.27M
5
JPM icon
JPMorgan Chase
JPM
+$1.2M

Sector Composition

1 Technology 27.1%
2 Healthcare 16.43%
3 Financials 12.55%
4 Consumer Discretionary 9.81%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
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