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
$49.2B
AUM Growth
-$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$263M
2
+$194M
3
+$190M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$175M
5
BMY icon
Bristol-Myers Squibb
BMY
+$135M

Top Sells

1
+$106M
2
+$105M
3
+$98M
4
AAPL icon
Apple
AAPL
+$92.5M
5
COF icon
Capital One
COF
+$84.8M

Sector Composition

1 Technology 22.62%
2 Healthcare 15.91%
3 Financials 13.96%
4 Consumer Discretionary 9.85%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$100K ﹤0.01%
11,670
2027
$100K ﹤0.01%
21,900
-33,670
2028
$100K ﹤0.01%
12,580
+11,250
2029
$99K ﹤0.01%
12,860
+5,910
2030
$98K ﹤0.01%
4,600
2031
$98K ﹤0.01%
2,390
-2,710
2032
$97K ﹤0.01%
17,080
+10,600
2033
$97K ﹤0.01%
6,300
2034
$97K ﹤0.01%
+16,770
2035
$96K ﹤0.01%
1,700
2036
$96K ﹤0.01%
+3,590
2037
$96K ﹤0.01%
+2,220
2038
$95K ﹤0.01%
5,880
2039
$95K ﹤0.01%
39,775
2040
$94K ﹤0.01%
+6,340
2041
$93K ﹤0.01%
15,800
2042
$93K ﹤0.01%
15,800
2043
$92K ﹤0.01%
+700
2044
$92K ﹤0.01%
4,500
2045
$92K ﹤0.01%
1,720
2046
$91K ﹤0.01%
5,800
2047
$91K ﹤0.01%
20,100
2048
$91K ﹤0.01%
80
2049
$90K ﹤0.01%
7,860
-3,465
2050
$89K ﹤0.01%
3,300
80 81
82
83 84