WINN vs. ESGY ETF Comparison

Comparison of Harbor Long-Term Growers ETF (WINN) to American Century Sustainable Growth ETF (ESGY)

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

$26.88

Average Daily Volume

105,254

Number of Holdings ^*

* may have additional holdings in another (foreign) market

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.15

Average Daily Volume

996

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	WINN	ESGY
30 Days	3.78%	2.71%
60 Days	5.25%	3.88%
90 Days	6.37%	4.75%
12 Months	35.84%	30.25%

38 Overlapping Holdings

Symbol	Grade	Weight in WINN	Weight in ESGY	Overlap
AAPL	C	7.93%	12.07%	7.93%
ABNB	C	1.04%	0.29%	0.29%
ADBE	C	0.23%	0.57%	0.23%
ADI	D	0.19%	0.5%	0.19%
AMD	F	0.87%	1.49%	0.87%
AMZN	C	9.0%	5.06%	5.06%
ANET	C	0.26%	0.37%	0.26%
ASML	F	0.2%	0.6%	0.2%
AVGO	D	3.73%	1.61%	1.61%
CDNS	B	0.38%	0.96%	0.38%
CRM	B	0.28%	0.68%	0.28%
CRWD	B	1.04%	0.4%	0.4%
DDOG	A	0.3%	0.25%	0.25%
DXCM	D	0.24%	0.05%	0.05%
ETN	A	0.69%	0.25%	0.25%
GOOGL	C	3.73%	6.79%	3.73%
HD	A	0.31%	1.17%	0.31%
HLT	A	0.31%	0.61%	0.31%
HUBS	A	0.22%	0.13%	0.13%
LLY	F	2.72%	2.57%	2.57%
MA	C	1.45%	1.49%	1.45%
MDB	C	0.7%	0.16%	0.16%
META	D	5.3%	3.97%	3.97%
MSFT	F	9.46%	13.99%	9.46%
NFLX	A	4.22%	0.58%	0.58%
NOW	A	0.27%	1.53%	0.27%
NVDA	C	12.0%	11.47%	11.47%
NVO	D	1.19%	0.96%	0.96%
PANW	C	0.3%	0.35%	0.3%
PGR	A	0.26%	0.76%	0.26%
SNOW	C	0.24%	0.27%	0.24%
TJX	A	0.74%	0.93%	0.74%
TSLA	B	2.1%	1.87%	1.87%
UBER	D	1.1%	0.92%	0.92%
UNH	C	0.96%	0.7%	0.7%
V	A	1.3%	2.6%	1.3%
VRT	B	0.57%	0.55%	0.55%
VRTX	F	0.88%	0.52%	0.52%

WINN Overweight 26 Positions Relative to ESGY

Symbol	Grade	Weight
COST	B	2.36%
TTD	B	1.72%
MELI	D	1.68%
APO	B	1.27%
DIS	B	1.07%
ORLY	B	1.07%
GE	D	1.04%
SNPS	B	1.03%
MCO	B	1.02%
BA	F	0.99%
FICO	B	0.98%
AMGN	D	0.85%
BMY	B	0.84%
SNY	F	0.6%
MRK	F	0.59%
ISRG	A	0.57%
NU	C	0.54%
JPM	A	0.54%
WMT	A	0.52%
AMT	D	0.48%
MCHP	D	0.41%
MAR	B	0.38%
MRVL	B	0.29%
AZN	D	0.29%
GS	A	0.27%
LRCX	F	0.23%

WINN Underweight 46 Positions Relative to ESGY

Symbol	Grade	Weight
AMAT	F	-1.14%
ABBV	D	-1.01%
PEP	F	-0.96%
TT	A	-0.89%
WDAY	B	-0.73%
INTU	C	-0.73%
IDXX	F	-0.71%
LIN	D	-0.67%
KO	D	-0.66%
ADP	B	-0.59%
CI	F	-0.56%
CMG	B	-0.55%
ZTS	D	-0.55%
SQ	B	-0.55%
A	D	-0.53%
EQIX	A	-0.5%
FDX	B	-0.5%
MSI	B	-0.44%
UNP	C	-0.44%
SPGI	C	-0.43%
CDW	F	-0.42%
DECK	A	-0.41%
APTV	D	-0.39%
SYY	B	-0.36%
YETI	C	-0.36%
TSCO	D	-0.32%
SLB	C	-0.32%
ACN	C	-0.31%
TGT	F	-0.3%
DT	C	-0.29%
KMX	B	-0.28%
POOL	C	-0.28%
EBAY	D	-0.28%
XYL	D	-0.28%
OKTA	C	-0.24%
WST	C	-0.21%
ELV	F	-0.2%
GWW	B	-0.18%
SAIA	B	-0.15%
CPRT	A	-0.15%
CROX	D	-0.14%
TREX	C	-0.13%
BURL	A	-0.12%
PD	C	-0.11%
URI	B	-0.1%
LULU	C	-0.07%