WINN vs. PHEQ ETF Comparison
Comparison of Harbor Long-Term Growers ETF (WINN) to Parametric Hedged Equity ETF (PHEQ)
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
*
64
* may have additional holdings in another (foreign) market
PHEQ
Parametric Hedged Equity ETF
PHEQ Description
The fund seeks to provide capital appreciation by investing its net assets in equity securities of certain U.S. large capitalization companies that are constituents of the Solactive GBS US 500 at the time of purchase.Grade (RS Rating)
Last Trade
$29.49
Average Daily Volume
19,326
Number of Holdings
*
203
* may have additional holdings in another (foreign) market
Performance
| Period | WINN | PHEQ |
|---|---|---|
| 30 Days | 3.78% | 1.99% |
| 60 Days | 5.25% | 3.02% |
| 90 Days | 6.37% | 3.86% |
| 12 Months | 35.84% | 16.61% |
41 Overlapping Holdings
| Symbol | Grade | Weight in WINN | Weight in PHEQ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.93% | 6.85% | 6.85% | |
| ABNB | C | 1.04% | 0.15% | 0.15% | |
| ADBE | C | 0.23% | 0.48% | 0.23% | |
| AMD | F | 0.87% | 0.51% | 0.51% | |
| AMGN | D | 0.85% | 0.45% | 0.45% | |
| AMZN | C | 9.0% | 4.1% | 4.1% | |
| APO | B | 1.27% | 0.3% | 0.3% | |
| AVGO | D | 3.73% | 1.71% | 1.71% | |
| BA | F | 0.99% | 0.32% | 0.32% | |
| BMY | B | 0.84% | 0.48% | 0.48% | |
| COST | B | 2.36% | 1.07% | 1.07% | |
| CRM | B | 0.28% | 0.63% | 0.28% | |
| CRWD | B | 1.04% | 0.17% | 0.17% | |
| DDOG | A | 0.3% | 0.13% | 0.13% | |
| DIS | B | 1.07% | 0.57% | 0.57% | |
| GOOGL | C | 3.73% | 2.28% | 2.28% | |
| HD | A | 0.31% | 1.15% | 0.31% | |
| HUBS | A | 0.22% | 0.14% | 0.14% | |
| ISRG | A | 0.57% | 0.58% | 0.57% | |
| JPM | A | 0.54% | 1.73% | 0.54% | |
| LLY | F | 2.72% | 1.39% | 1.39% | |
| LRCX | F | 0.23% | 0.29% | 0.23% | |
| MA | C | 1.45% | 1.14% | 1.14% | |
| MELI | D | 1.68% | 0.25% | 0.25% | |
| META | D | 5.3% | 2.66% | 2.66% | |
| MRK | F | 0.59% | 0.69% | 0.59% | |
| MRVL | B | 0.29% | 0.25% | 0.25% | |
| MSFT | F | 9.46% | 6.55% | 6.55% | |
| NFLX | A | 4.22% | 0.8% | 0.8% | |
| NOW | A | 0.27% | 0.61% | 0.27% | |
| NVDA | C | 12.0% | 7.12% | 7.12% | |
| PANW | C | 0.3% | 0.3% | 0.3% | |
| SNOW | C | 0.24% | 0.06% | 0.06% | |
| TSLA | B | 2.1% | 1.91% | 1.91% | |
| TTD | B | 1.72% | 0.18% | 0.18% | |
| UBER | D | 1.1% | 0.29% | 0.29% | |
| UNH | C | 0.96% | 1.37% | 0.96% | |
| V | A | 1.3% | 1.28% | 1.28% | |
| VRT | B | 0.57% | 0.1% | 0.1% | |
| VRTX | F | 0.88% | 0.36% | 0.36% | |
| WMT | A | 0.52% | 0.96% | 0.52% |
WINN Overweight 23 Positions Relative to PHEQ
WINN Underweight 162 Positions Relative to PHEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | -1.9% | |
| BRK.A | B | -1.42% | |
| XOM | B | -1.4% | |
| PG | A | -1.09% | |
| JNJ | D | -1.04% | |
| BAC | A | -0.98% | |
| ABBV | D | -0.85% | |
| CVX | A | -0.84% | |
| CSCO | B | -0.79% | |
| KO | D | -0.77% | |
| ORCL | B | -0.73% | |
| PEP | F | -0.72% | |
| T | A | -0.68% | |
| WFC | A | -0.67% | |
| LIN | D | -0.67% | |
| ABT | B | -0.6% | |
| TMO | F | -0.59% | |
| TXN | C | -0.59% | |
| LMT | D | -0.58% | |
| LOW | D | -0.57% | |
| AXP | A | -0.57% | |
| IBM | C | -0.56% | |
| CAT | B | -0.55% | |
| UNP | C | -0.52% | |
| MDT | D | -0.51% | |
| TMUS | B | -0.51% | |
| TRGP | B | -0.46% | |
| KKR | A | -0.46% | |
| DE | A | -0.44% | |
| WM | A | -0.44% | |
| MMM | D | -0.44% | |
| CTAS | B | -0.42% | |
| ETR | B | -0.4% | |
| TRV | B | -0.39% | |
| DAL | C | -0.39% | |
| MS | A | -0.39% | |
| BKNG | A | -0.39% | |
| PRU | A | -0.37% | |
| PLTR | B | -0.36% | |
| HWM | A | -0.36% | |
| AVB | B | -0.35% | |
| SCHW | B | -0.35% | |
| PPL | B | -0.34% | |
| KLAC | D | -0.34% | |
| K | A | -0.34% | |
| RSG | A | -0.34% | |
| LNT | A | -0.33% | |
| DOV | A | -0.33% | |
| YUM | B | -0.33% | |
| QCOM | F | -0.33% | |
| KMB | D | -0.33% | |
| OTIS | C | -0.33% | |
| HIG | B | -0.33% | |
| EQR | B | -0.32% | |
| EXR | D | -0.32% | |
| ROST | C | -0.32% | |
| MU | D | -0.31% | |
| LH | C | -0.31% | |
| CMS | C | -0.31% | |
| BRO | B | -0.31% | |
| HBAN | A | -0.31% | |
| DTE | C | -0.31% | |
| DRI | B | -0.3% | |
| AEE | A | -0.3% | |
| COR | B | -0.3% | |
| PHM | D | -0.3% | |
| DOC | D | -0.29% | |
| CNP | B | -0.28% | |
| AME | A | -0.28% | |
| PYPL | B | -0.28% | |
| SYF | B | -0.27% | |
| MAA | B | -0.27% | |
| CFG | B | -0.26% | |
| LII | A | -0.25% | |
| ARES | A | -0.25% | |
| GLW | B | -0.25% | |
| MRO | B | -0.24% | |
| L | A | -0.24% | |
| FE | C | -0.24% | |
| NDAQ | A | -0.24% | |
| URI | B | -0.24% | |
| JBHT | C | -0.24% | |
| RMD | C | -0.24% | |
| FANG | D | -0.24% | |
| MKL | A | -0.23% | |
| NEM | D | -0.23% | |
| ULTA | F | -0.23% | |
| EXPD | D | -0.23% | |
| LNG | B | -0.22% | |
| LYB | F | -0.22% | |
| HEI | B | -0.22% | |
| WRB | A | -0.21% | |
| SSNC | B | -0.21% | |
| REGN | F | -0.21% | |
| ARE | D | -0.21% | |
| AMCR | D | -0.21% | |
| LULU | C | -0.21% | |
| PFG | D | -0.2% | |
| MSTR | C | -0.2% | |
| ESS | B | -0.19% | |
| SPOT | B | -0.19% | |
| ZM | B | -0.18% | |
| PPG | F | -0.18% | |
| WBD | C | -0.18% | |
| CPB | D | -0.18% | |
| CSL | C | -0.18% | |
| CAG | D | -0.17% | |
| DVN | F | -0.17% | |
| IFF | D | -0.16% | |
| AKAM | D | -0.16% | |
| HAL | C | -0.16% | |
| MOH | F | -0.14% | |
| APTV | D | -0.14% | |
| NDSN | B | -0.14% | |
| HEI | B | -0.14% | |
| ZBH | C | -0.14% | |
| ON | D | -0.14% | |
| DELL | C | -0.14% | |
| MGM | D | -0.13% | |
| WDAY | B | -0.13% | |
| DASH | A | -0.13% | |
| HUBB | B | -0.13% | |
| ALNY | D | -0.13% | |
| FCNCA | A | -0.13% | |
| SQ | B | -0.12% | |
| RBLX | C | -0.12% | |
| BAH | F | -0.12% | |
| COIN | C | -0.12% | |
| TW | A | -0.11% | |
| STLD | B | -0.11% | |
| IBKR | A | -0.11% | |
| VEEV | C | -0.1% | |
| SUI | D | -0.1% | |
| DOX | D | -0.09% | |
| TRU | D | -0.09% | |
| BLDR | D | -0.08% | |
| ZS | C | -0.08% | |
| NET | B | -0.07% | |
| SCCO | F | -0.07% | |
| AGR | B | -0.07% | |
| YUMC | C | -0.07% | |
| DKNG | B | -0.07% | |
| ALGN | D | -0.06% | |
| AVTR | F | -0.06% | |
| TEAM | A | -0.06% | |
| SNAP | C | -0.05% | |
| LPLA | A | -0.05% | |
| CE | F | -0.05% | |
| OWL | A | -0.05% | |
| ILMN | D | -0.05% | |
| OKTA | C | -0.04% | |
| WLK | D | -0.04% | |
| BSY | D | -0.04% | |
| RPRX | D | -0.04% | |
| CPNG | D | -0.03% | |
| PINS | D | -0.03% | |
| SIRI | C | -0.03% | |
| ENPH | F | -0.03% | |
| RKT | F | -0.03% | |
| WSM | B | -0.02% | |
| WMG | C | -0.02% | |
| MRNA | F | -0.01% |
WINN: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Software - Infrastructure
Specialty Retail
Biotechnology
Capital Markets
Credit Services
Discount Stores
Internet Content & Information
Lodging
Media - Diversified
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Aerospace & Defense
Apparel Stores
Asset Management
Auto Manufacturers
Banks - Diversified
Banks - Global
PHEQ: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Semiconductors
Drug Manufacturers - Major
Internet Content & Information
Specialty Chemicals
Utilities - Regulated Electric
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
REIT - Residential
Asset Management
Insurance - Property & Casualty
Medical Devices
Specialty Retail
Aerospace & Defense
Banks - Global
Banks - Regional - US
Business Services
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