Morningstar

Harbor Long-Term Growers ETF WINN

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis WINN

Will WINN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WINN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WINN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WINN’s parent organization’s priorities and whether they’re in line with investors’ interests.

A manager departure doesn’t dent this strategy’s appeal.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Harbor Long-Term Growers ETF retains its Above Average People and Process ratings. Subadvisor Jennison’s longtime manager Kathleen McCarragher’s retirement marks a notable change, but an experienced management team, deep research bench, and proven investment framework should keep this strategy on solid footing.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings WINN

More WINN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.16 135M
Technology

Apple Inc

7.96 97M
Technology

Alphabet Inc Class A

7.60 92M
Communication Services

Microsoft Corp

6.58 80M
Technology

Broadcom Inc

5.15 63M
Technology

Amazon.com Inc

4.45 54M
Consumer Cyclical

Eli Lilly and Co

4.16 50M
Healthcare

Meta Platforms Inc Class A

3.47 42M
Communication Services

Advanced Micro Devices Inc

3.14 38M
Technology

Mastercard Inc Class A

3.04 37M
Financial Services

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