Harbor Long-Term Growers ETFWINN
WINN
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $406M [Q2] → $447M (+$40.8M) [Q3]
6% more funds holding
Funds holding: 66 [Q2] → 70 (+4) [Q3]
3.22% more ownership
Funds ownership: 75.64% [Q2] → 78.85% (+3.22%) [Q3]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q2] → 5 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for WINN.
Financial journalist opinion
Positive
ETF Trends
4 days ago
New ETF From Harbor Capital Targets Emerging Markets
On Thursday, Harbor Capital unveiled its newest international fund, the Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE). The ETF seeks to offer capital growth through exposure to emerging markets.
Positive
ETF Trends
2 months ago
Harbor Capital Launches New Large-Cap Core ETF
Today, Harbor Capital Advisors expanded its ETF library with the release of the Harbor PanAgora Dynamic U.S. Large Cap Core ETF (INFO). INFO seeks to provide total return with a long-term horizon for its investors.
Positive
ETF Trends
3 months ago
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.
Positive
ETF Trends
5 months ago
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.
Positive
Seeking Alpha
7 months ago
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.
Positive
ETF Trends
7 months ago
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.
Positive
Seeking Alpha
10 months ago
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.
Positive
Investors Business Daily
10 months ago
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.
Positive
ETF Trends
1 year ago
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.
Neutral
Seeking Alpha
1 year ago
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.
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