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
$144M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$893K
3
+$654K
4
INTC icon
Intel
INTC
+$652K
5
MDT icon
Medtronic
MDT
+$617K

Top Sells

1
+$2.46M
2
+$2.37M
3
+$1.56M
4
ABT icon
Abbott
ABT
+$1.42M
5
YUM icon
Yum! Brands
YUM
+$1.36M

Sector Composition

1 Technology 23.06%
2 Healthcare 16.48%
3 Financials 15.74%
4 Communication Services 9.73%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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191
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4 5 6 7
8