ESUM
ESUM
About Eventide US Market ETF
The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult...
About Eventide US Market ETF
The Eventide US Market ETF (ESUM) is an actively managed fund that invests in a wide range of U.S. stocks, targeting both growth and value companies throughout the entire American market. A key part of its investment strategy involves stringent Environmental, Social, and Governance (ESG) screening, which means it specifically excludes businesses in industries like gambling, tobacco, adult...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 NVDA | NVIDIA Corporation | 7.11% | 61.69K | $13.11M |
 AVGO | Broadcom Inc. | 2.71% | 12.81K | $5.05M |
 MU | Micron Technology, Inc. | 2.31% | 4.32K | $3.90M |
 XOM | Exxon Mobil Corporation | 1.82% | 23.06K | $3.33M |
 AMD | Advanced Micro Devices, Inc. | 1.80% | 6.03K | $3.19M |
 ADP | Automatic Data Processing, Inc. | 1.63% | 12.18K | $3.01M |
 LLY | Eli Lilly and Company | 1.55% | 2.47K | $2.86M |
 CAT | Caterpillar Inc. | 1.48% | 2.91K | $2.66M |
 HD | The Home Depot, Inc. | 1.46% | 7.92K | $2.71M |
 UNP | Union Pacific Corporation | 1.40% | 8.93K | $2.57M |
 PANW | Palo Alto Networks, Inc. | 1.35% | 7.03K | $2.49M |
 LIN | Linde plc | 1.32% | 4.63K | $2.38M |
 DELL | Dell Technologies Inc. | 1.30% | 5.23K | $2.16M |
 LRCX | Lam Research Corporation | 1.30% | 6.88K | $2.31M |
 AXP | American Express Company | 1.29% | 6.69K | $2.40M |
 KLAC | KLA Corporation | 1.27% | 10.10K | $2.27M |
 LOW | Lowe's Companies, Inc. | 1.08% | 9.59K | $2.01M |
 PLD | Prologis, Inc. | 1.07% | 13.78K | $1.98M |
 PGR | The Progressive Corporation | 1.06% | 8.60K | $1.77M |
 DUK | Duke Energy Corporation | 1.05% | 15.24K | $1.90M |
ASSET ALLOCATION BY REGION
United States
Ireland
United Kingdom
Singapore
Canada
Switzerland
Germany.svg)
Taiwan (Province of China)
Cayman IslandsASSET ALLOCATION BY REGION
United States Ireland United Kingdom Singapore Canada Switzerland Germany Taiwan (Province of China) Cayman IslandsHoldings (Top 20)
NVDA
NVIDIA Corporation
AVGO
Broadcom Inc.
MU
Micron Technology, Inc.
XOM
Exxon Mobil Corporation
AMD
Advanced Micro Devices, Inc.
ADP
Automatic Data Processing, Inc.
LLY
Eli Lilly and Company
CAT
Caterpillar Inc.
HD
The Home Depot, Inc.
UNP
Union Pacific Corporation
PANW
Palo Alto Networks, Inc.
LIN
Linde plc
DELL
Dell Technologies Inc.
LRCX
Lam Research Corporation
AXP
American Express Company
KLAC
KLA Corporation
LOW
Lowe's Companies, Inc.
PLD
Prologis, Inc.
PGR
The Progressive Corporation
DUK
Duke Energy Corporation