Compare ETFs: EQTY
EQTY
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| EQTY | 2.43% | 10.67% | - | - | 18.68% |
Top 25 Holdings
| EQTY - Kovitz Core Equity ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | PM | Philip Morris International Inc. | 4.68% |
| 2 | ICE | Intercontinental Exchange, Inc. | 4.66% |
| 3 | BDX | Becton, Dickinson and Company | 4.50% |
| 4 | AMZN | Amazon.com, Inc. | 4.19% |
| 5 | GOOG | Alphabet Inc. | 4.17% |
| 6 | SCHW | The Charles Schwab Corporation | 4.04% |
| 7 | AON | Aon plc | 3.97% |
| 8 | V | Visa Inc. | 3.80% |
| 9 | MSFT | Microsoft Corporation | 3.61% |
| 10 | PCAR | PACCAR Inc | 3.51% |
| 11 | TMO | Thermo Fisher Scientific Inc. | 3.37% |
| 12 | MSI | Motorola Solutions, Inc. | 3.33% |
| 13 | KEYS | Keysight Technologies, Inc. | 3.22% |
| 14 | ADI | Analog Devices, Inc. | 3.15% |
| 15 | J | Jacobs Solutions Inc. | 3.15% |
| 16 | ASHGY | Ashtead Group plc | 3.12% |
| 17 | META | Meta Platforms, Inc. | 3.11% |
| 18 | SWX: ALC | Alcon Inc. | 2.89% |
| 19 | n/a | Cash & Cash Equivalents | 2.86% |
| 20 | AMTM | Amentum Holdings, Inc. | 2.62% |
| 21 | AMAT | Applied Materials, Inc. | 2.57% |
| 22 | COO | The Cooper Companies, Inc. | 2.51% |
| 23 | WAT | Waters Corporation | 2.42% |
| 24 | LOW | Lowe's Companies, Inc. | 2.24% |
| 25 | CRM | Salesforce, Inc. | 2.20% |
| View EQTY holdings | |||