Harbor Long-Term Growers ETF (WINN) (WINN)
Wealth Manager Sheds $9.2 Million Worth of ETF, According to Latest SEC Filing
Harbor Long-Term Growers ETF targets U.S. equities with above-average growth prospects, maintaining a flexible, non-diversified portfolio.
Harbor Long-Term Growers ETF Q4 2025 Portfolio Performance
During the fourth quarter, the Harbor Long Term Growers ETF returned -0.19% (NAV), underperforming its benchmark, the Russell 1000® Growth Index, which returned 1.12%.
Harbor Long-Term Growers ETF $WINN Shares Purchased by Convergence Financial LLC
Convergence Financial LLC increased its holdings in Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 46.7% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 88,956 shares of the company's stock after acquiring an additional 28,334 shares during the period. Convergence Financial LLC owned approximately 0.26% of
Lantz Financial Doubles Down on Harbor Long-Term Growers ETF Position, Adding $4 Million
Lantz Financial acquired 125,500 shares of WINN; estimated trade value is $3.93 million based on quarterly average pricing. The firm's quarter-end position value increased by $3.90 million, reflecting both share additions and underlying price moves.
Golden State Equity Partners Sells 20,919 Shares of Harbor Long-Term Growers ETF $WINN
Golden State Equity Partners decreased its holdings in Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 11.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 158,504 shares of the company's stock after selling 20,919 shares during the period. Harbor
Carr Financial Group Corp Acquires 47,134 Shares of Harbor Long-Term Growers ETF $WINN
Carr Financial Group Corp grew its stake in shares of Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 413.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 58,527 shares of the company's stock after acquiring an additional 47,134
Harbor Long-Term Growers ETF Q1 2025 Commentary
During the first quarter, the Harbor Long Term Growers ETF returned -10.09% (at NAV), underperforming the benchmark, the Russell 1000® Growth Index, which returned -9.97%. We initiated a position in Nike, one of the world's premier brands with an unparalleled roster of global athletes. During the quarter, we reduced our allocation to Information Technology and increased it to Health Care, as well as Financials.
Harbor Targets Transformative Tech Companies With New ETF
On Thursday, Harbor Capital Advisors expanded its fund selection with the release of the Harbor Transformative Technologies ETF (TEC). TEC's objective is to offer long-term capital growth for its investment community.
WINN: Winning So Far, But Active Is Challenging In Large-Caps
WINN: Winning So Far, But Active Is Challenging In Large-Caps
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.
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.
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.
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.
Interest Rates, Currency Risks Whipsaw WINN, Softer Performance Likely
WINN, an actively managed growth-centered fund, may experience more softness going forward as the higher-for-longer narrative is clearly entrenching in the market. Harbor Long-Term Growers ETF has an outstanding growth profile, with an over 21% weighted-average forward EPS growth rate, which is why it is so vulnerable now. A few indicators reveal an acute valuation problem, which exposes it to the growth premia issue amid the market factoring in a higher cost of capital.
Equity Symposium Set to Cast a Wide Net
VettaFi's Equity Symposium is just over a week away and will provide advisors with free access to some of the most important thought leaders in the investment space.
Equity ETFs Are Shining, But What's Next?
After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.
8 Big Stock Disasters Knock Cathie Wood Off Her Perch
Cathie Wood's ARK Innovation ETF is having a tough month. And it's bad enough to spoil what had been an untouchable year.
Harbor Capital's Active Growth ETF Shows Strength in First Half
The Harbor Long-Term Growers ETF (WINN) outpaced the benchmark during the first half of 2023, showcasing the potential advantages of active management. U.S. large-cap growth is one of the largest segments of portfolios globally, making it an important area for advisors to seek out quality funds to maximize returns for clients.
WINN: A Plethora Of Long-Term Winners Inside, Yet Also A Lot To Dislike
WINN is an actively managed fund targeting U.S. and foreign stocks demonstrating remarkable long-term growth prospects. Although its performance in 2022 was lackluster, it has delivered strong gains in 2023. The article discusses WINN's valuation, quality, and growth characteristics.
Active Growth ETF WINN Outpaces Large-Cap Benchmarks YTD
As growth continues to perform well in 2023, the Harbor Long-Term Growers ETF (WINN) is a distinct fund for investors to consider. WINN is outpacing large-cap benchmarks year to date and utilizes an interesting investment strategy to generate compelling returns for investors.