Harbor Long-Term Growers ETF
WINN

$25.62

2.52%

Market Cap: $553M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

47% more capital invested

Capital invested by funds: $276M [Q1] → $406M (+$130M) [Q2]

25% more funds holding

Funds holding: 53 [Q1] → 66 (+13) [Q2]

2.13% more ownership

Funds ownership: 73.5% [Q1] → 75.63% (+2.13%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for WINN.

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Financial journalist opinion

New Harbor ETF Provides Active Small-Cap Strategy

On Thursday, Harbor Capital launched the Harbor Active Small Cap ETF (SMLL). “Small caps are top of mind for Harbor as we believe they have the potential to offer attractive returns over the coming cycle,” noted Kristof Gleich, president & CIO at Harbor Capital Advisors.

New Harbor ETF Provides Active Small-Cap Strategy

Harbor Capital Debuts New Refined Small Cap ETF

On Wednesday, Harbor Capital bolstered its fund library with the launch of the Harbor AlphaEdge Small Cap Earners ETF (EBIT). “In our conversations with clients, we have heard a consistent and growing concern around the lack of profitability of small cap companies that comprise the Russell 2000 Index.

Harbor Capital Debuts New Refined Small Cap ETF

WINN: Winning So Far, But Active Is Challenging In Large-Caps

The Harbor Long-Term Growers ETF attempts to add value through active management by focusing on companies with competitive advantages and strong leadership.

WINN: Winning So Far, But Active Is Challenging In Large-Caps

Harbor Capital's New Bond ETF Uses Active Strategy

On Thursday, Harbor Capital Advisors debuted its latest ETF offering: the Harbor Disciplined Bond ETF (AGGS). “We launched the Harbor Disciplined Bond ETF to specifically address the need for a consistent, conservative approach to fixed income investing that focuses on security selection,” Harbor Capital Advisors President and CIO Kristof Gleich stated.

Harbor Capital's New Bond ETF Uses Active Strategy

WINN: Impressive Start For This Actively-Managed Large Cap Growth ETF

WINN has been among the best performing U.S. equities ETFs over the past year.

WINN: Impressive Start For This Actively-Managed Large Cap Growth ETF

Investors Business Daily

The Megacap Song Remains The Same For Stocks And ETFs

All aboard the momentum train! The U.S. stock market, led by top techs, continued its winning ways from 2023 at the start of this year.

The Megacap Song Remains The Same For Stocks And ETFs

Tax-Loss Harvesting to Enhance US Large-Cap Growth Exposure

With the end of the year quickly approaching, tax-loss harvesting is top of mind for many advisors. U.S. large-cap growth may be a compelling place for advisors to begin tax-loss harvesting.

Tax-Loss Harvesting to Enhance US Large-Cap Growth Exposure

WINN: Winning In The Short Run

The Harbor Long-Term Growers ETF has an impressive YTD return of 45.9%. However, 'since inception' returns are weak. The WINN ETF has benefited from large bets on the Magnificent 7 stocks and weight loss winners. However, longer term, the underlying Jennison growth strategy has underperformed its benchmark. Compared to the 'boom-bust' nature of WINN's returns, I prefer the steadier SPGP ETF that combines growth and value investing into a single 'GARP' fund.

WINN: Winning In The Short Run

How Harbor's Large-Cap Growth ETF Compares to the Russell 1000 Growth

Harbor Capital's large-cap growth ETF has handily outpaced the Russell 1000 Growth Index year to date in 2023. This demonstrates the potential strength of a distinct active approach.

How Harbor's Large-Cap Growth ETF Compares to the Russell 1000 Growth

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