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
$10.5B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$17.1M
3
+$14.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.6M
5
LLY icon
Eli Lilly
LLY
+$8.21M

Top Sells

1
+$37.3M
2
+$20.3M
3
+$16.5M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$13.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.5M

Sector Composition

1 Technology 4.83%
2 Financials 2.42%
3 Consumer Discretionary 2.11%
4 Communication Services 1.61%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$751K 0.01%
13,341
-1,642
752
$749K 0.01%
13,926
-987
753
$743K 0.01%
10,940
+6,503
754
$742K 0.01%
11,793
-29,501
755
$741K 0.01%
+21,718
756
$740K 0.01%
12,394
+1,066
757
$734K 0.01%
4,517
-425
758
$729K 0.01%
34,831
+3,013
759
$729K 0.01%
33,363
-12,000
760
$728K 0.01%
33,259
+4,991
761
$728K 0.01%
19,290
-25
762
$726K 0.01%
8,573
763
$723K 0.01%
9,538
-844
764
$722K 0.01%
19,367
+4,435
765
$722K 0.01%
5,147
+1,346
766
$720K 0.01%
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767
$716K 0.01%
7,941
-392
768
$715K 0.01%
15,400
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769
$710K 0.01%
19,921
770
$708K 0.01%
14,546
+197
771
$703K 0.01%
14,236
-297
772
$699K 0.01%
1,737
-220
773
$697K 0.01%
5,260
+1,542
774
$694K 0.01%
2,041
-256
775
$694K 0.01%
1,595
-53
29 30
31
32 33