WINN vs. IMCB ETF Comparison

Comparison of Harbor Long-Term Growers ETF (WINN) to iShares Morningstar Mid-Cap ETF (IMCB)
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

$25.62

Average Daily Volume

90,657

Number of Holdings *

66

* may have additional holdings in another (foreign) market
IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$75.86

Average Daily Volume

32,014

Number of Holdings *

447

* may have additional holdings in another (foreign) market
Performance
Period WINN IMCB
30 Days 5.39% 3.46%
60 Days 13.17% 10.27%
90 Days -1.80% 8.52%
12 Months 43.03% 30.58%
8 Overlapping Holdings
Symbol Grade Weight in WINN Weight in IMCB Overlap
DDOG B 0.28% 0.31% 0.28%
DXCM F 0.23% 0.25% 0.23%
FICO C 0.38% 0.43% 0.38%
HLT A 1.12% 0.53% 0.53%
HUBS D 0.17% 0.25% 0.17%
MCHP F 0.5% 0.39% 0.39%
MDB D 0.71% 0.18% 0.18%
TTD A 1.38% 0.45% 0.45%
WINN Overweight 58 Positions Relative to IMCB
Symbol Grade Weight
MSFT D 10.46%
NVDA B 10.35%
AMZN C 8.36%
AAPL C 8.27%
META A 5.41%
NFLX A 4.35%
AVGO B 3.67%
LLY D 3.35%
GOOGL B 2.91%
COST C 2.41%
TSLA C 2.25%
MELI D 1.98%
V B 1.87%
MA A 1.79%
NVO F 1.48%
UBER C 1.25%
BA F 1.17%
ETN B 1.11%
ABNB D 1.07%
APO A 1.01%
AMGN D 0.99%
DIS D 0.96%
REGN D 0.94%
VRTX D 0.88%
GE B 0.81%
SNPS F 0.8%
BMY A 0.77%
UNH B 0.75%
CDNS D 0.75%
SNY C 0.75%
MRK F 0.72%
AMD C 0.69%
CRWD D 0.69%
ORLY A 0.65%
AMT D 0.61%
LRCX D 0.59%
CRM B 0.55%
MCO D 0.45%
TJX D 0.42%
AZN D 0.37%
MAR A 0.35%
BX C 0.35%
HD A 0.33%
ISRG C 0.31%
JPM C 0.3%
NOW B 0.29%
NU D 0.29%
PGR B 0.27%
ANET A 0.27%
PANW B 0.27%
WMT A 0.26%
ASML F 0.25%
GS B 0.24%
MRVL C 0.24%
ADBE F 0.24%
SNOW F 0.22%
CMG C 0.22%
ADI B 0.21%
WINN Underweight 439 Positions Relative to IMCB
Symbol Grade Weight
PLTR A -0.67%
GEV A -0.63%
CARR A -0.62%
NEM C -0.57%
ADSK B -0.53%
PSA C -0.52%
TFC D -0.52%
DHI C -0.52%
COF A -0.52%
NSC C -0.51%
AFL A -0.51%
URI C -0.5%
AEP C -0.5%
AZO D -0.5%
O C -0.5%
WMB A -0.5%
TRV B -0.49%
GM D -0.48%
DLR C -0.48%
SRE C -0.48%
OKE A -0.48%
BK A -0.48%
SPG A -0.47%
JCI C -0.47%
WDAY D -0.47%
FTNT A -0.46%
PCAR D -0.46%
CCI D -0.46%
ALL A -0.45%
ROST D -0.45%
AIG C -0.44%
D A -0.44%
KMB D -0.44%
AMP A -0.43%
FIS A -0.43%
CPRT B -0.42%
MSCI B -0.42%
GWW B -0.42%
TEL D -0.42%
LEN C -0.41%
CMI A -0.41%
LHX A -0.41%
PAYX B -0.4%
PWR A -0.4%
A B -0.4%
VLO F -0.4%
PRU B -0.4%
DASH A -0.4%
PEG A -0.4%
IDXX D -0.39%
OTIS A -0.39%
PCG C -0.39%
F D -0.39%
ACGL A -0.39%
KMI A -0.39%
IQV F -0.39%
MPWR B -0.39%
LNG A -0.38%
FERG F -0.38%
GIS C -0.38%
RCL B -0.38%
STZ D -0.38%
EW F -0.37%
EXC C -0.37%
KVUE C -0.37%
HWM A -0.37%
KDP C -0.37%
CTVA A -0.37%
FAST C -0.37%
IT A -0.36%
CNC F -0.36%
YUM C -0.36%
IR A -0.36%
AME C -0.36%
VRSK D -0.35%
COIN F -0.35%
KR C -0.35%
VST A -0.35%
COR F -0.35%
HUM F -0.35%
CTSH B -0.35%
DOW B -0.35%
SYY D -0.35%
SQ D -0.34%
HES D -0.34%
ODFL F -0.34%
DD C -0.34%
EXR D -0.34%
CBRE C -0.34%
VRT B -0.33%
XEL C -0.33%
EFX D -0.33%
NUE D -0.33%
ED C -0.33%
GEHC C -0.33%
BKR B -0.33%
HIG A -0.32%
ALNY C -0.32%
GLW C -0.32%
DFS A -0.32%
HPQ B -0.32%
RMD C -0.32%
EA D -0.32%
MLM F -0.31%
EIX C -0.31%
IRM B -0.31%
VICI C -0.31%
CHTR D -0.3%
XYL C -0.3%
EBAY A -0.3%
TRGP A -0.3%
DAL C -0.3%
VMC D -0.3%
VEEV C -0.29%
KHC F -0.29%
MTD C -0.29%
DELL C -0.29%
PPG D -0.29%
AVB C -0.29%
WAB A -0.29%
ON F -0.29%
WEC B -0.28%
PHM C -0.28%
WTW C -0.28%
CDW D -0.28%
CSGP F -0.28%
MSTR B -0.28%
TSCO A -0.28%
LULU D -0.28%
ROK D -0.28%
ARES A -0.27%
MTB A -0.27%
FITB C -0.27%
NVR C -0.27%
FANG D -0.27%
CPNG C -0.27%
FTV C -0.26%
NDAQ C -0.26%
BIIB F -0.26%
ANSS D -0.26%
AWK D -0.26%
AXON A -0.26%
HSY D -0.26%
ADM F -0.26%
GRMN D -0.25%
CAH B -0.25%
IFF D -0.25%
KEYS B -0.25%
ETR A -0.25%
GPN F -0.24%
VTR C -0.24%
SBAC C -0.24%
CHD D -0.24%
FSLR C -0.24%
VLTO A -0.24%
HPE B -0.24%
DTE B -0.24%
DOV C -0.24%
APP A -0.24%
STT A -0.24%
WY C -0.23%
DECK B -0.23%
NET D -0.23%
DVN F -0.23%
BR B -0.23%
LYB B -0.23%
TTWO D -0.23%
SW C -0.23%
NTAP D -0.23%
BRO A -0.23%
HAL D -0.23%
EQR C -0.23%
TEAM D -0.23%
BLDR C -0.22%
STE D -0.22%
ES D -0.22%
TYL D -0.22%
PPL C -0.22%
TROW D -0.22%
FE C -0.21%
WDC C -0.21%
WST D -0.21%
HUBB A -0.21%
FCNCA D -0.21%
AEE A -0.21%
RBLX D -0.21%
RJF B -0.21%
EL D -0.21%
K B -0.2%
BALL C -0.2%
LDOS A -0.2%
CPAY A -0.2%
PTC B -0.2%
COO C -0.2%
STX C -0.2%
MRNA F -0.2%
ZBH F -0.2%
PFG A -0.19%
CLX C -0.19%
TDY A -0.19%
CSL A -0.19%
ILMN B -0.19%
EQT C -0.19%
ATO A -0.19%
LVS B -0.19%
BAH C -0.19%
GDDY B -0.19%
MKC C -0.19%
SMCI F -0.19%
CINF A -0.19%
CMS A -0.19%
TER C -0.19%
HBAN B -0.19%
RF B -0.19%
WAT B -0.19%
DG F -0.18%
DKNG C -0.18%
PKG B -0.18%
LII C -0.18%
ULTA D -0.18%
PINS D -0.18%
J F -0.18%
MOH F -0.18%
GPC D -0.18%
BAX D -0.18%
SYF A -0.18%
INVH D -0.18%
BBY C -0.18%
EME B -0.18%
TRU C -0.18%
DRI C -0.18%
MKL B -0.18%
OMC C -0.18%
EXPD D -0.17%
NTRS B -0.17%
MAS C -0.17%
MAA D -0.17%
CCL C -0.17%
STLD C -0.17%
CFG C -0.17%
CNP B -0.17%
WBD F -0.17%
WSM C -0.17%
HOLX D -0.17%
ZBRA B -0.17%
EXPE B -0.17%
LH D -0.17%
ARE D -0.17%
ESS D -0.17%
UAL A -0.17%
NRG A -0.17%
ALGN D -0.17%
SUI D -0.16%
TPL A -0.16%
EG A -0.16%
DGX D -0.16%
MANH A -0.16%
LPLA D -0.16%
ENTG D -0.16%
WSO C -0.16%
WRB C -0.16%
AVTR D -0.16%
FDS C -0.16%
LUV B -0.16%
CTRA D -0.16%
AVY D -0.16%
APTV D -0.16%
SWKS F -0.15%
GEN A -0.15%
RPM A -0.15%
THC D -0.15%
PNR C -0.15%
SSNC C -0.15%
DOC C -0.15%
TOL C -0.15%
LYV A -0.15%
RS D -0.15%
PODD C -0.15%
IEX D -0.15%
AMCR C -0.15%
FWONK D -0.15%
VRSN C -0.15%
TXT F -0.15%
ZM B -0.15%
SWK C -0.15%
TSN D -0.15%
IP C -0.15%
BURL C -0.15%
ROL C -0.14%
GGG C -0.14%
DPZ D -0.14%
MRO B -0.14%
TRMB B -0.14%
DLTR F -0.14%
OC C -0.14%
FNF C -0.14%
CE D -0.14%
SNA C -0.14%
PSTG F -0.14%
NI A -0.14%
NTRA A -0.14%
KIM C -0.14%
AKAM D -0.14%
CAG D -0.14%
LNT B -0.14%
RVTY C -0.14%
CF A -0.14%
KEY B -0.14%
HEI C -0.14%
ZS F -0.14%
ENPH F -0.14%
ERIE A -0.13%
WPC C -0.13%
UTHR C -0.13%
UHS D -0.13%
FLEX B -0.13%
USFD C -0.13%
BG F -0.13%
RNR A -0.13%
FIX A -0.13%
CASY D -0.13%
VTRS D -0.13%
ACM A -0.13%
POOL D -0.13%
TW A -0.13%
RGA B -0.13%
EVRG C -0.13%
AES C -0.13%
JBHT D -0.13%
NTNX C -0.13%
DT B -0.13%
IBKR A -0.13%
L C -0.13%
TECH D -0.12%
DOCU A -0.12%
JNPR C -0.12%
BXP B -0.12%
HST D -0.12%
ALLE A -0.12%
ELS D -0.12%
SJM D -0.12%
JKHY A -0.12%
FFIV B -0.12%
XPO F -0.12%
BLD D -0.12%
FND C -0.12%
GLPI C -0.12%
CPT C -0.12%
BMRN F -0.12%
EMN C -0.12%
UDR C -0.12%
NDSN C -0.12%
JBL C -0.12%
CCK C -0.11%
NBIX F -0.11%
SAIA D -0.11%
TFX C -0.11%
SNAP D -0.11%
NVT C -0.11%
IPG D -0.11%
OKTA F -0.11%
EQH B -0.11%
REG C -0.11%
WING C -0.11%
DKS D -0.11%
PFGC A -0.11%
EXAS C -0.11%
CLH B -0.11%
HOOD B -0.11%
KMX F -0.11%
AMH D -0.11%
TTEK A -0.11%
HII F -0.1%
LKQ F -0.1%
INCY B -0.1%
AOS C -0.1%
TWLO B -0.1%
HEI C -0.1%
LECO D -0.1%
RRX B -0.1%
EPAM F -0.1%
WMS D -0.1%
SRPT F -0.1%
ALB D -0.1%
SCI D -0.1%
RPRX D -0.1%
HRL F -0.09%
SOLV C -0.09%
DAY C -0.09%
CG B -0.09%
ALLY F -0.09%
WYNN B -0.09%
CHDN C -0.09%
WTRG D -0.09%
MGM D -0.09%
LW D -0.09%
FOXA B -0.09%
CPB D -0.09%
QRVO F -0.09%
AFG A -0.09%
TAP D -0.09%
NWSA D -0.09%
BJ B -0.09%
OVV D -0.09%
CRL F -0.09%
CNH C -0.09%
MEDP F -0.08%
CNM F -0.08%
PAYC D -0.08%
MORN B -0.08%
AR C -0.08%
UNM A -0.08%
CHK C -0.08%
MOS F -0.08%
APA F -0.08%
ACI F -0.07%
UHAL C -0.07%
DINO F -0.07%
DVA C -0.07%
AZPN A -0.06%
WBA F -0.06%
BRKR D -0.06%
BSY D -0.06%
U D -0.06%
FOX B -0.05%
WLK C -0.05%
CELH F -0.05%
PCOR D -0.05%
SIRI C -0.05%
SNX C -0.05%
BEN F -0.05%
NWS D -0.03%
PAG D -0.03%
COTY F -0.03%
FWONA C -0.02%
LEN C -0.02%
AGR C -0.02%
UHAL C -0.01%
ALAB C -0.01%
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