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
$1.33B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$13.7M
3 +$4.96M
4
PSA icon
Public Storage
PSA
+$4.38M
5
LH icon
Labcorp
LH
+$3.93M

Top Sells

1 +$21M
2 +$16.1M
3 +$12.4M
4
AMT icon
American Tower
AMT
+$10.6M
5
NVST icon
Envista
NVST
+$9.74M

Sector Composition

1 Technology 18.61%
2 Financials 13.96%
3 Healthcare 11.87%
4 Industrials 8.17%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-39,148