Ensign Peak Advisors

Ensign Peak Advisors Portfolio holdings

AUM $60.9B
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$4.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,349
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$84.1M
3
+$72.9M
4
SIVB
SVB Financial Group
SIVB
+$63.6M
5
PCG icon
PG&E
PCG
+$61.2M

Top Sells

1
+$126M
2
+$91M
3
+$59.7M
4
VLO icon
Valero Energy
VLO
+$51.9M
5
MCD icon
McDonald's
MCD
+$50.5M

Sector Composition

1 Healthcare 19.74%
2 Technology 19.73%
3 Financials 14.03%
4 Consumer Discretionary 7.91%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-5,150
2002
– –
-33,200
2003
– –
-16,750
2004
– –
-21,660
2005
– –
-6,780
2006
– –
-142,094
2007
– –
-7,920
2008
– –
-19,890
2009
– –
-21,460
2010
– –
-6,550
2011
– –
-12,300
2012
– –
-1,623
2013
– –
-5,185
2014
– –
-5,900
2015
– –
-3,160
2016
– –
-22,350
2017
– –
-10,680
2018
– –
-38,600
2019
– –
-20,790
2020
– –
-18,200
2021
– –
-15,600
2022
– –
-32,930
2023
– –
-9,580
2024
– –
-6,416
2025
– –
-3,340
79 80
81
82 83