WINN vs. CDEI ETF Comparison
Comparison of Harbor Long-Term Growers ETF (WINN) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
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
$27.10
Average Daily Volume
99,536
Number of Holdings
*
64
* may have additional holdings in another (foreign) market
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI Description
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.Grade (RS Rating)
Last Trade
$72.72
Average Daily Volume
450
Number of Holdings
*
370
* may have additional holdings in another (foreign) market
Performance
| Period | WINN | CDEI |
|---|---|---|
| 30 Days | 3.16% | 1.24% |
| 60 Days | 7.59% | 5.54% |
| 90 Days | 8.53% | 7.24% |
| 12 Months | 39.00% | 27.71% |
36 Overlapping Holdings
| Symbol | Grade | Weight in WINN | Weight in CDEI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 8.01% | 10.43% | 8.01% | |
| ADBE | C | 0.22% | 0.67% | 0.22% | |
| ADI | F | 0.2% | 0.34% | 0.2% | |
| AMD | F | 0.91% | 0.73% | 0.73% | |
| AMGN | F | 0.94% | 0.52% | 0.52% | |
| AMT | F | 0.55% | 0.28% | 0.28% | |
| ANET | C | 0.28% | 0.33% | 0.28% | |
| AVGO | C | 3.93% | 2.53% | 2.53% | |
| BMY | B | 0.83% | 0.33% | 0.33% | |
| CRM | B | 0.26% | 0.87% | 0.26% | |
| CRWD | B | 0.96% | 0.23% | 0.23% | |
| DIS | B | 0.97% | 0.54% | 0.54% | |
| ETN | A | 0.67% | 0.43% | 0.43% | |
| FICO | B | 0.88% | 0.16% | 0.16% | |
| GOOGL | B | 3.73% | 6.05% | 3.73% | |
| HD | B | 0.32% | 1.2% | 0.32% | |
| HLT | A | 0.3% | 0.18% | 0.18% | |
| HUBS | B | 0.19% | 0.1% | 0.1% | |
| JPM | B | 0.51% | 2.02% | 0.51% | |
| LLY | F | 2.88% | 2.05% | 2.05% | |
| LRCX | F | 0.25% | 0.31% | 0.25% | |
| MA | B | 1.45% | 1.29% | 1.29% | |
| MAR | A | 0.36% | 0.2% | 0.2% | |
| MCO | C | 1.0% | 0.22% | 0.22% | |
| MRK | F | 0.63% | 0.77% | 0.63% | |
| MSFT | C | 9.41% | 9.4% | 9.4% | |
| NFLX | A | 3.97% | 1.03% | 1.03% | |
| NOW | A | 0.26% | 0.63% | 0.26% | |
| NVDA | B | 11.81% | 10.58% | 10.58% | |
| PANW | A | 0.29% | 0.37% | 0.29% | |
| TJX | B | 0.73% | 0.4% | 0.4% | |
| TTD | B | 1.69% | 0.18% | 0.18% | |
| UNH | B | 0.95% | 1.68% | 0.95% | |
| V | A | 1.28% | 1.54% | 1.28% | |
| VRTX | B | 0.94% | 0.39% | 0.39% | |
| WMT | A | 0.54% | 1.1% | 0.54% |
WINN Overweight 28 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | 8.76% | |
| META | B | 5.43% | |
| COST | B | 2.35% | |
| MELI | D | 1.94% | |
| TSLA | B | 1.75% | |
| NVO | F | 1.28% | |
| APO | B | 1.19% | |
| UBER | F | 1.18% | |
| BA | F | 1.12% | |
| ABNB | C | 1.1% | |
| ORLY | A | 1.05% | |
| GE | C | 1.05% | |
| SNPS | B | 1.01% | |
| SNY | F | 0.68% | |
| MDB | C | 0.68% | |
| ISRG | A | 0.56% | |
| VRT | B | 0.55% | |
| NU | B | 0.54% | |
| MCHP | F | 0.48% | |
| CDNS | B | 0.37% | |
| AZN | F | 0.31% | |
| MRVL | B | 0.29% | |
| DDOG | B | 0.29% | |
| PGR | A | 0.26% | |
| GS | B | 0.25% | |
| DXCM | C | 0.23% | |
| SNOW | C | 0.22% | |
| ASML | F | 0.21% |
WINN Underweight 334 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABBV | D | -1.07% | |
| BAC | A | -0.92% | |
| KO | F | -0.74% | |
| CSCO | A | -0.7% | |
| PEP | D | -0.68% | |
| ACN | C | -0.68% | |
| TMO | F | -0.64% | |
| ABT | C | -0.6% | |
| IBM | C | -0.59% | |
| QCOM | F | -0.58% | |
| INTU | A | -0.56% | |
| BKNG | A | -0.51% | |
| CMCSA | B | -0.51% | |
| VZ | C | -0.51% | |
| DHR | F | -0.49% | |
| AXP | B | -0.49% | |
| T | A | -0.48% | |
| SPGI | C | -0.47% | |
| PFE | F | -0.47% | |
| LOW | B | -0.46% | |
| NEE | D | -0.46% | |
| UNP | C | -0.44% | |
| SYK | A | -0.4% | |
| C | A | -0.39% | |
| MU | D | -0.38% | |
| BSX | A | -0.38% | |
| GILD | C | -0.37% | |
| ADP | A | -0.37% | |
| FI | A | -0.36% | |
| INTC | C | -0.34% | |
| MDT | D | -0.34% | |
| TMUS | A | -0.34% | |
| SCHW | A | -0.33% | |
| MMC | C | -0.33% | |
| SBUX | B | -0.32% | |
| DE | D | -0.31% | |
| ELV | F | -0.3% | |
| PH | A | -0.27% | |
| CI | D | -0.27% | |
| REGN | F | -0.27% | |
| WM | A | -0.27% | |
| APH | B | -0.27% | |
| TT | A | -0.27% | |
| ICE | D | -0.27% | |
| EQIX | B | -0.26% | |
| MDLZ | F | -0.26% | |
| PYPL | A | -0.25% | |
| WELL | B | -0.25% | |
| MSI | B | -0.24% | |
| ZTS | D | -0.24% | |
| CME | A | -0.24% | |
| AON | A | -0.24% | |
| USB | A | -0.23% | |
| CVS | F | -0.22% | |
| EMR | A | -0.22% | |
| CL | F | -0.22% | |
| TGT | C | -0.21% | |
| COF | B | -0.21% | |
| BDX | D | -0.2% | |
| ADSK | A | -0.2% | |
| TFC | B | -0.19% | |
| ECL | C | -0.19% | |
| CARR | C | -0.19% | |
| FDX | B | -0.19% | |
| DLR | C | -0.18% | |
| SRE | A | -0.17% | |
| SPG | B | -0.17% | |
| BK | B | -0.17% | |
| TRV | B | -0.17% | |
| AMP | A | -0.16% | |
| JCI | A | -0.16% | |
| CPRT | A | -0.15% | |
| O | D | -0.15% | |
| AIG | B | -0.15% | |
| ALL | A | -0.15% | |
| CCI | F | -0.14% | |
| PWR | B | -0.14% | |
| FIS | B | -0.14% | |
| FAST | A | -0.14% | |
| CMI | A | -0.14% | |
| MET | C | -0.14% | |
| IR | A | -0.13% | |
| PEG | C | -0.13% | |
| KR | A | -0.13% | |
| RSG | A | -0.13% | |
| BKR | B | -0.13% | |
| DFS | B | -0.13% | |
| PRU | B | -0.13% | |
| KMB | F | -0.13% | |
| EA | A | -0.12% | |
| YUM | B | -0.12% | |
| DAL | A | -0.12% | |
| DELL | B | -0.12% | |
| EW | D | -0.12% | |
| IQV | F | -0.12% | |
| A | F | -0.12% | |
| OTIS | C | -0.12% | |
| IT | A | -0.12% | |
| IDXX | D | -0.11% | |
| HPQ | B | -0.11% | |
| GIS | F | -0.11% | |
| ACGL | D | -0.11% | |
| TEAM | B | -0.11% | |
| XEL | A | -0.11% | |
| SYY | B | -0.11% | |
| EXC | C | -0.11% | |
| ROK | B | -0.1% | |
| NDAQ | A | -0.1% | |
| CNC | F | -0.1% | |
| VEEV | B | -0.1% | |
| EFX | D | -0.1% | |
| HIG | C | -0.1% | |
| ALNY | D | -0.1% | |
| WAB | A | -0.1% | |
| KDP | D | -0.1% | |
| RJF | A | -0.09% | |
| XYL | D | -0.09% | |
| EBAY | C | -0.09% | |
| ON | F | -0.09% | |
| CSGP | D | -0.09% | |
| FITB | A | -0.09% | |
| TSCO | C | -0.09% | |
| ANSS | B | -0.09% | |
| HBAN | B | -0.08% | |
| NTAP | D | -0.08% | |
| BIIB | F | -0.08% | |
| HSY | D | -0.08% | |
| SYF | B | -0.08% | |
| BR | A | -0.08% | |
| AWK | D | -0.08% | |
| FTV | D | -0.08% | |
| DECK | B | -0.08% | |
| VTR | C | -0.08% | |
| TYL | B | -0.08% | |
| HPE | B | -0.08% | |
| ES | D | -0.07% | |
| STX | D | -0.07% | |
| BAH | C | -0.07% | |
| LPLA | B | -0.07% | |
| EME | B | -0.07% | |
| WY | F | -0.07% | |
| WST | B | -0.07% | |
| RF | B | -0.07% | |
| WAT | A | -0.07% | |
| WDC | D | -0.07% | |
| DTE | D | -0.07% | |
| BAX | F | -0.06% | |
| NRG | B | -0.06% | |
| CMS | C | -0.06% | |
| PFG | C | -0.06% | |
| FSLR | F | -0.06% | |
| CLX | A | -0.06% | |
| PINS | F | -0.06% | |
| OMC | B | -0.06% | |
| ZBRA | A | -0.06% | |
| CFG | B | -0.06% | |
| NTRS | A | -0.06% | |
| IFF | F | -0.06% | |
| CBOE | D | -0.06% | |
| STE | F | -0.06% | |
| K | A | -0.06% | |
| TW | C | -0.05% | |
| CASY | B | -0.05% | |
| AVTR | F | -0.05% | |
| EQH | B | -0.05% | |
| EL | F | -0.05% | |
| ALGN | F | -0.05% | |
| AKAM | F | -0.05% | |
| DOCU | B | -0.05% | |
| DOC | C | -0.05% | |
| TWLO | A | -0.05% | |
| VRSN | C | -0.05% | |
| NTNX | B | -0.05% | |
| USFD | A | -0.05% | |
| OC | A | -0.05% | |
| KIM | A | -0.05% | |
| BURL | C | -0.05% | |
| GEN | A | -0.05% | |
| EXPD | D | -0.05% | |
| PODD | B | -0.05% | |
| XPO | B | -0.05% | |
| DG | F | -0.05% | |
| MRNA | F | -0.05% | |
| MAS | D | -0.05% | |
| IEX | B | -0.05% | |
| TRMB | B | -0.05% | |
| TER | F | -0.05% | |
| BBY | D | -0.05% | |
| WSO | A | -0.05% | |
| KEY | B | -0.05% | |
| HOLX | D | -0.05% | |
| LECO | C | -0.04% | |
| SJM | F | -0.04% | |
| SCI | B | -0.04% | |
| DAY | C | -0.04% | |
| ITT | A | -0.04% | |
| ALLE | D | -0.04% | |
| JLL | C | -0.04% | |
| ELS | C | -0.04% | |
| HST | C | -0.04% | |
| TTEK | C | -0.04% | |
| JNPR | D | -0.04% | |
| SOFI | B | -0.04% | |
| UNM | A | -0.04% | |
| NVT | B | -0.04% | |
| JKHY | C | -0.04% | |
| PFGC | B | -0.04% | |
| EPAM | B | -0.04% | |
| RNR | D | -0.04% | |
| TXRH | A | -0.04% | |
| CLH | B | -0.04% | |
| CAG | F | -0.04% | |
| DLTR | F | -0.04% | |
| EWBC | B | -0.04% | |
| POOL | D | -0.04% | |
| SWK | F | -0.04% | |
| DT | C | -0.04% | |
| RGA | A | -0.04% | |
| LNT | C | -0.04% | |
| AMCR | D | -0.04% | |
| Z | B | -0.04% | |
| APTV | D | -0.04% | |
| ACM | B | -0.04% | |
| ZION | B | -0.03% | |
| SKX | F | -0.03% | |
| BRX | A | -0.03% | |
| GPK | D | -0.03% | |
| HSIC | F | -0.03% | |
| ORI | A | -0.03% | |
| TTC | F | -0.03% | |
| PEN | B | -0.03% | |
| MEDP | C | -0.03% | |
| CMA | A | -0.03% | |
| MOS | D | -0.03% | |
| MORN | B | -0.03% | |
| TPX | B | -0.03% | |
| PCTY | A | -0.03% | |
| REXR | F | -0.03% | |
| SNX | C | -0.03% | |
| PRI | A | -0.03% | |
| GL | B | -0.03% | |
| AES | F | -0.03% | |
| FBIN | F | -0.03% | |
| AFG | A | -0.03% | |
| CIEN | B | -0.03% | |
| RPRX | F | -0.03% | |
| AIT | A | -0.03% | |
| MKTX | C | -0.03% | |
| OHI | C | -0.03% | |
| CUBE | D | -0.03% | |
| CCK | D | -0.03% | |
| DKS | F | -0.03% | |
| IPG | F | -0.03% | |
| PAYC | B | -0.03% | |
| JEF | A | -0.03% | |
| BLD | F | -0.03% | |
| CELH | F | -0.02% | |
| RDN | C | -0.02% | |
| APPF | B | -0.02% | |
| GATX | A | -0.02% | |
| MMS | D | -0.02% | |
| BC | C | -0.02% | |
| CRUS | F | -0.02% | |
| ITRI | B | -0.02% | |
| THO | B | -0.02% | |
| LEA | F | -0.02% | |
| BCPC | B | -0.02% | |
| JHG | B | -0.02% | |
| WHR | B | -0.02% | |
| IDA | A | -0.02% | |
| PVH | C | -0.02% | |
| LNC | B | -0.02% | |
| CROX | F | -0.02% | |
| INSP | F | -0.02% | |
| SUM | C | -0.02% | |
| ETSY | C | -0.02% | |
| LYFT | B | -0.02% | |
| FAF | C | -0.02% | |
| COOP | B | -0.02% | |
| BPMC | B | -0.02% | |
| MTG | C | -0.02% | |
| MTN | D | -0.02% | |
| ALK | A | -0.02% | |
| AWI | B | -0.02% | |
| BILL | A | -0.02% | |
| RHP | B | -0.02% | |
| MAT | C | -0.02% | |
| DBX | B | -0.02% | |
| AZEK | B | -0.02% | |
| BMI | B | -0.02% | |
| MTH | D | -0.02% | |
| H | B | -0.02% | |
| CADE | B | -0.02% | |
| ONB | B | -0.02% | |
| G | B | -0.02% | |
| GTLS | A | -0.02% | |
| BBWI | C | -0.02% | |
| ATI | D | -0.02% | |
| PARA | C | -0.02% | |
| EXLS | B | -0.02% | |
| ELAN | D | -0.02% | |
| CVLT | A | -0.02% | |
| FCN | F | -0.02% | |
| MIDD | C | -0.02% | |
| SAIC | C | -0.02% | |
| HALO | B | -0.02% | |
| FMC | F | -0.02% | |
| NNN | F | -0.02% | |
| RHI | B | -0.02% | |
| BIO | C | -0.02% | |
| TREX | C | -0.02% | |
| MKSI | C | -0.02% | |
| AAON | B | -0.02% | |
| BWA | B | -0.02% | |
| VFC | C | -0.02% | |
| SNV | B | -0.02% | |
| CFR | B | -0.02% | |
| HQY | B | -0.02% | |
| WTFC | B | -0.02% | |
| AGR | C | -0.01% | |
| COLM | B | -0.01% | |
| TNET | D | -0.01% | |
| CWEN | D | -0.01% | |
| ASH | F | -0.01% | |
| CHH | B | -0.01% | |
| OGN | F | -0.01% | |
| FELE | A | -0.01% | |
| FLO | F | -0.01% | |
| SLGN | A | -0.01% | |
| SWX | B | -0.01% | |
| M | D | -0.01% | |
| POR | D | -0.01% | |
| TENB | C | -0.01% | |
| SON | D | -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
CDEI: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Business Services
Diversified Industrials
Utilities - Regulated Electric
Medical Devices
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Biotechnology
Building Materials
Capital Markets
Insurance - Life
Software - Infrastructure
Asset Management
Communication Equipment
Discount Stores
Engineering & Construction
Health Care Plans
Compare ETFs
