MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$149M
2 +$89.7M
3 +$32.8M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$30.1M
5
SNPE icon
Xtrackers S&P 500 ESG ETF
SNPE
+$20.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWZ icon
76
iShares MSCI Brazil ETF
EWZ
$6.51B
-853,425
NUMG icon
77
Nuveen ESG Mid-Cap Growth ETF
NUMG
$404M
-55,245
QQQM icon
78
Invesco NASDAQ 100 ETF
QQQM
$70.9B
-729,830