EH

Equitable Holdings Portfolio holdings

AUM $12.1B
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$161M
3 +$134M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$121M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$119M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.48%
2 Financials 1.72%
3 Communication Services 1.49%
4 Healthcare 1.1%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$158K ﹤0.01%
+11,026
577
$156K ﹤0.01%
+16,398
578
$138K ﹤0.01%
+10,470
579
$135K ﹤0.01%
+1,666
580
$134K ﹤0.01%
+4,808
581
$71K ﹤0.01%
+10,000
582
$17K ﹤0.01%
+100
583
$13K ﹤0.01%
+16,710