EH
Equitable Holdings Portfolio holdings
AUM
$12.1B
This Quarter Return
+13.09%
1 Year Return
+15.4%
3 Year Return
+61.41%
5 Year Return
+94.06%
10 Year Return
–
AUM
$4.39B
AUM Growth
+$4.39B
(+13%)
Cap. Flow
+$249M
Cap. Flow
% of AUM
5.67%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
710
New
88
Increased
294
Reduced
252
Closed
32
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$148M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$27M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$14.1M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$12.4M |
| 5 |
iShares US Industrials ETF
IYJ
|
$9.89M |
Top Sells
Sector Composition
| 1 | Technology | 3.07% |
| 2 | Financials | 1.47% |
| 3 | Communication Services | 1.27% |
| 4 | Consumer Discretionary | 1.18% |
| 5 | Healthcare | 0.87% |
