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WINN - ETF AI Analysis
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Harbor Long-Term Growers ETF (WINN)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Growth Companies
The ETF’s biggest positions are in well-known, financially strong growth companies, which can provide solid long-term growth potential.
Focused Growth Sectors
Heavy exposure to technology and communication services positions the fund to benefit if growth and innovation-related stocks recover and perform well over time.
Meaningful Fund Size
With over a billion dollars in assets, the ETF is a reasonably large fund, which can support trading liquidity and ongoing fund operations.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
High Concentration in a Few Stocks
A small number of large technology and internet-related holdings make up a big share of the portfolio, increasing the impact if any of these companies struggle.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
WINN vs. SPDR S&P 500 ETF (SPY)
AUM1.01B
RegionNorth America
Expense Ratio0.57%
Beta1.30
IssuerHarbor
Inception DateFeb 02, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume160,874
30 Day Avg. Volume118,948
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WINN Summary
Harbor Long-Term Growers ETF (WINN) is a U.S. stock fund that focuses on long-term growth across the total market, without tracking a specific index. It mainly invests in fast-growing technology and communication companies, with big positions in well-known names like Nvidia and Microsoft, along with other leaders such as Apple and Amazon. Someone might invest in WINN to seek higher growth over many years and to get a diversified basket of innovative companies in one purchase. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The Harbor Long-Term Growers ETF (WINN) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting companies with strong long-term growth potential.
What would affect this ETF?The Harbor Long-Term Growers ETF (WINN) could benefit from continued innovation and expansion in the technology sector, which makes up nearly half of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting growth-focused stocks, or if regulatory changes target major tech firms. Economic slowdowns or reduced consumer spending could also negatively affect its exposure to cyclical sectors like Consumer Discretionary.
WINN Top 10 Holdings
WINN is heavily hitched to U.S. Big Tech and chip leaders, with Nvidia, Microsoft, Apple, and Broadcom forming the core engine. Lately, that engine has been sputtering, as these tech heavyweights have been lagging and acting as a brake on returns. In contrast, Alphabet and Amazon have been rising and helping to keep the fund moving forward, while Eli Lilly adds a strong health care growth kicker. With all top holdings U.S.-based and tech-dominated, WINN’s fortunes largely rise or fall with America’s mega-cap innovation story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.82% | $118.88M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 7.88% | $79.25M | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 7.74% | $77.89M | $2.98T | -1.74% | 79 Outperform | |
| Alphabet Class A | 6.79% | $68.31M | $3.70T | 65.05% | 85 Outperform | |
| Amazon | 6.46% | $65.03M | $2.13T | -13.07% | 71 Outperform | |
| Broadcom | 6.01% | $60.45M | $1.54T | 39.53% | 76 Outperform | |
| Eli Lilly & Co | 3.87% | $38.92M | $981.09B | 23.18% | 72 Outperform | |
| Tesla | 3.41% | $34.32M | $1.57T | 17.31% | 73 Outperform | |
| Meta Platforms | 3.01% | $30.24M | $1.62T | -13.15% | 76 Outperform | |
| Boeing | 2.17% | $21.79M | $190.81B | 31.74% | 54 Neutral |
WINN Technical Analysis
Negative
―
Price Trends
30.82
Negative
31.08
Negative
29.98
Negative
Market Momentum
-0.42
Positive
35.56
Neutral
32.62
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WINN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 30.19, equal to the 50-day MA of 30.82, and equal to the 200-day MA of 29.98, indicating a bearish trend. The MACD of -0.42 indicates Positive momentum. The RSI at 35.56 is Neutral, neither overbought nor oversold. The STOCH value of 32.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WINN.
WINN Peer Comparison
Comparison Results
Performance Comparison
WINN
Harbor Long-Term Growers ETF
29.26
0.74
2.59%
CGUS
Capital Group Core Equity ETF
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AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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DCOR
Dimensional US Core Equity 1 ETF
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WTV
WisdomTree US Value Fund of Benef Interest
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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