SPMO vs. WINN ETF Comparison

Comparison of PowerShares S&P 500 Momentum Portfolio (SPMO) to Harbor Long-Term Growers ETF (WINN)

SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.69

Average Daily Volume

982,845

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WINN

Harbor Long-Term Growers ETF

WINN Description

Harbor Long-Term Growers ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Jennison Associates LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth stocks of companies operating across diversified market capitalizations. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor ETF Trust - Harbor Long-Term Growers ETF was formed on February 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.62

Average Daily Volume

90,657

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SPMO	WINN
30 Days	6.54%	5.39%
60 Days	15.31%	13.17%
90 Days	1.76%	-1.80%
12 Months	62.10%	43.03%

20 Overlapping Holdings

Symbol	Grade	Weight in SPMO	Weight in WINN	Overlap
AMGN	D	1.23%	0.99%	0.99%
AMZN	C	9.38%	8.36%	8.36%
ANET	A	0.97%	0.27%	0.27%
AVGO	B	5.94%	3.67%	3.67%
CMG	C	0.48%	0.22%	0.22%
COST	C	3.84%	2.41%	2.41%
ETN	B	0.91%	1.11%	0.91%
FICO	C	0.5%	0.38%	0.38%
GE	B	2.28%	0.81%	0.81%
GS	B	1.28%	0.24%	0.24%
HLT	A	0.43%	1.12%	0.43%
JPM	C	4.79%	0.3%	0.3%
LLY	D	6.34%	3.35%	3.35%
META	A	6.63%	5.41%	5.41%
NVDA	B	9.05%	10.35%	9.05%
PGR	B	1.64%	0.27%	0.27%
REGN	D	1.03%	0.94%	0.94%
TJX	D	1.01%	0.42%	0.42%
VRTX	D	0.8%	0.88%	0.8%
WMT	A	2.35%	0.26%	0.26%

SPMO Overweight 77 Positions Relative to WINN

Symbol	Grade	Weight
BRK.A	B	6.14%
IBM	A	1.43%
AXP	A	1.37%
T	B	1.15%
KKR	A	1.13%
RTX	A	1.07%
BSX	A	0.97%
TMUS	A	0.89%
CB	A	0.88%
TT	A	0.83%
C	B	0.83%
CL	D	0.71%
KLAC	B	0.7%
CTAS	C	0.7%
ICE	A	0.69%
CEG	A	0.69%
MCK	F	0.68%
FI	A	0.68%
TDG	A	0.65%
MSI	A	0.64%
APH	D	0.63%
GD	C	0.6%
WELL	C	0.55%
BK	A	0.51%
VST	A	0.51%
PH	A	0.49%
ALL	A	0.45%
AJG	C	0.43%
WM	B	0.43%
HWM	A	0.41%
AFL	A	0.39%
HIG	A	0.39%
WMB	A	0.38%
IRM	B	0.38%
URI	C	0.37%
ECL	C	0.36%
TRGP	A	0.36%
OKE	A	0.33%
RSG	D	0.33%
AIG	C	0.33%
IR	A	0.33%
PRU	B	0.32%
PSX	D	0.31%
GWW	B	0.29%
MPC	D	0.29%
GDDY	B	0.28%
PEG	A	0.28%
KMI	A	0.27%
GRMN	D	0.25%
IT	A	0.24%
RCL	B	0.23%
NRG	A	0.23%
VLTO	A	0.23%
FANG	D	0.22%
LDOS	A	0.21%
WAB	A	0.21%
WTW	C	0.2%
BRO	A	0.2%
AXON	A	0.2%
NTAP	D	0.2%
PHM	C	0.2%
NDAQ	C	0.2%
MLM	F	0.19%
FITB	C	0.19%
STX	C	0.18%
NVR	C	0.17%
TYL	D	0.16%
DECK	B	0.16%
BR	B	0.15%
CBOE	B	0.14%
SYF	A	0.13%
PKG	B	0.13%
UHS	D	0.11%
WRB	C	0.11%
L	C	0.1%
NWSA	D	0.07%
NWS	D	0.02%

SPMO Underweight 46 Positions Relative to WINN

Symbol	Grade	Weight
MSFT	D	-10.46%
AAPL	C	-8.27%
NFLX	A	-4.35%
GOOGL	B	-2.91%
TSLA	C	-2.25%
MELI	D	-1.98%
V	B	-1.87%
MA	A	-1.79%
NVO	F	-1.48%
TTD	A	-1.38%
UBER	C	-1.25%
BA	F	-1.17%
ABNB	D	-1.07%
APO	A	-1.01%
DIS	D	-0.96%
SNPS	F	-0.8%
BMY	A	-0.77%
UNH	B	-0.75%
CDNS	D	-0.75%
SNY	C	-0.75%
MRK	F	-0.72%
MDB	D	-0.71%
AMD	C	-0.69%
CRWD	D	-0.69%
ORLY	A	-0.65%
AMT	D	-0.61%
LRCX	D	-0.59%
CRM	B	-0.55%
MCHP	F	-0.5%
MCO	D	-0.45%
AZN	D	-0.37%
MAR	A	-0.35%
BX	C	-0.35%
HD	A	-0.33%
ISRG	C	-0.31%
NOW	B	-0.29%
NU	D	-0.29%
DDOG	B	-0.28%
PANW	B	-0.27%
ASML	F	-0.25%
MRVL	C	-0.24%
ADBE	F	-0.24%
DXCM	F	-0.23%
SNOW	F	-0.22%
ADI	B	-0.21%
HUBS	D	-0.17%