ET

Equitable Trust Portfolio holdings

AUM $2.18B
1-Year Est. Return 23.61%
This Quarter Est. Return
1 Year Est. Return
+23.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.85M
3
+$4.37M
4
NVDA icon
NVIDIA
NVDA
+$4.14M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.11M

Top Sells

1
+$5.55M
2
+$4.62M
3
+$4.16M
4
RACE icon
Ferrari
RACE
+$3.52M
5
ADBE icon
Adobe
ADBE
+$2.34M

Sector Composition

1 Technology 20.37%
2 Financials 17.46%
3 Healthcare 13.35%
4 Consumer Discretionary 9.44%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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283
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