EH

Equitable Holdings Portfolio holdings

AUM $12.1B
1-Year Return 15.4%
This Quarter Return
-5.26%
1 Year Return
+15.4%
3 Year Return
+61.41%
5 Year Return
+94.06%
10 Year Return
AUM
$6.11B
AUM Growth
-$238M
Cap. Flow
+$130M
Cap. Flow %
2.13%
Top 10 Hldgs %
31.67%
Holding
927
New
75
Increased
457
Reduced
278
Closed
59
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
YUM icon
926
Yum! Brands
YUM
$39.9B
-1,763
Closed -$245K
CATC
927
DELISTED
CAMBRIDGE BANCORP
CATC
-2,320
Closed -$217K