ET

Equitable Trust Portfolio holdings

AUM $2.24B
1-Year Est. Return 28.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
-$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$13.8M
3
+$12.1M
4
ARKK icon
ARK Innovation ETF
ARKK
+$10.6M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$9.76M

Top Sells

1
+$23.8M
2
+$5.72M
3
+$5.49M
4
SBUX icon
Starbucks
SBUX
+$5.32M
5
IAC icon
IAC Inc
IAC
+$4.28M

Sector Composition

1 Technology 19.81%
2 Healthcare 13.81%
3 Financials 13.36%
4 Communication Services 7.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
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