EH

Equitable Holdings Portfolio holdings

AUM $13.6B
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$45.7M
3
+$45.2M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$17.6M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$10.7M

Top Sells

1
+$25.6M
2
+$8.57M
3
+$7.92M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.75M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.58M

Sector Composition

1 Technology 3.13%
2 Financials 1.41%
3 Communication Services 1.26%
4 Consumer Discretionary 1.06%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
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