ET
Equitable Trust Portfolio holdings
AUM
$2.18B
1-Year Est. Return
23.61%
1 Year Est. Return
+23.61%
AUM
$2.01B
AUM Growth
+$202M
(+11%)
Holding
478
Top Buys
| 1 | +$40.5M | |
| 2 | +$14.4M | |
| 3 | +$10.5M | |
| 4 |
UnitedHealth
UNH
|
+$10.3M |
| 5 |
Shopify
SHOP
|
+$9.15M |
Top Sells
| 1 | +$25.5M | |
| 2 | +$8.69M | |
| 3 | +$5.13M | |
| 4 |
Public Storage
PSA
|
+$4.67M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.62M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 11.13% |
| 3 | Healthcare | 9.88% |
| 4 | Industrials | 5.74% |
| 5 | Consumer Discretionary | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Bentley Systems
BSY
$13.1B
| – | – |
-9,910
|
|
||
|
CCC
477
CCC Intelligent Solutions
CCC
$4.71B
| – | – |
-45,691
|
|
||
478
Clorox
CLX
$12.7B
| – | – |
-1,497
|
|