(WINN) Harbor Long-Term Growers - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Etf • ISIN: US41151J4067

WINN: US, Large, Growth, Equity, Securities

The Harbor Long-Term Growers ETF (NYSE:WINN) is an exchange-traded fund designed to capitalize on the growth potential of U.S. companies with exceptional long-term prospects. The fund primarily invests in common and preferred stocks of domestic firms, with a focus on those exhibiting above-average growth characteristics. It also allocates up to 20% of its assets to foreign issuers, including those in emerging markets, to diversify exposure and capture global growth opportunities. As a non-diversified fund, it may concentrate its holdings in a smaller number of securities, potentially amplifying returns or risks.

Ticker Symbol: WINN | Exchange: NYSE | Type: ETF | Country Origin: USA | ETF Category: Large Growth

From a technical standpoint, WINN is currently trading at $25.54, above its 20-day SMA of $24.28 and 50-day SMA of $24.79 but slightly below its 200-day SMA of $25.95. This indicates short-term momentum is improving, though the long-term trend remains neutral. The Average True Range (ATR) of 0.83 suggests moderate volatility, while the average 20-day volume of 133,400 shares reflects relatively stable trading activity.

Fundamentally, the ETF manages assets under management (AUM) of $744.22 million, signaling significant investor interest in its growth-focused strategy. The combination of a concentrated portfolio and a mix of domestic and international exposure positions the fund to benefit from secular growth trends while maintaining some diversification across geographies.

Based on the technical and fundamental data, WINN is likely to experience short-term consolidation near its current price levels, with support around $24.28 (20-day SMA) and resistance at $25.95 (200-day SMA). The moderate ATR of 0.83 suggests that price fluctuations will remain manageable. Over the long term, the funds focus on high-growth companies positions it well to outperform broader market indices, particularly if the U.S. equity market continues its upward trajectory. Investors with a growth-oriented strategy and a tolerance for moderate volatility may find WINN appealing.

Additional Sources for WINN ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

WINN ETF Overview

Market Cap in USD 841m
Category Large Growth
TER 0.57%
IPO / Inception 2022-02-02

WINN ETF Ratings

Growth Rating 48.8
Fundamental -
Dividend Rating 5.75
Rel. Strength -0.4
Analysts -
Fair Price Momentum 25.39 USD
Fair Price DCF -

WINN Dividends

Currently no dividends paid

WINN Growth Ratios

Growth Correlation 3m 79.9%
Growth Correlation 12m 32.5%
Growth Correlation 5y 87.5%
CAGR 5y 12.86%
CAGR/Max DD 5y 0.40
Sharpe Ratio 12m 0.97
Alpha -3.07
Beta 1.299
Volatility 13.95%
Current Volume 68.4k
Average Volume 20d 74.5k
What is the price of WINN shares?
As of June 16, 2025, the stock is trading at USD 27.76 with a total of 68,362 shares traded.
Over the past week, the price has changed by -0.86%, over one month by +1.57%, over three months by +10.51% and over the past year by +8.86%.
Is Harbor Long-Term Growers a good stock to buy?
Partly, yes. Based on ValueRay´s Analyses, Harbor Long-Term Growers (NYSE:WINN) is currently (June 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 48.81 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WINN is around 25.39 USD . This means that WINN is currently overvalued and has a potential downside of -8.54%.
Is WINN a buy, sell or hold?
Harbor Long-Term Growers has no consensus analysts rating.
What are the forecasts for WINN share price target?
According to our own proprietary Forecast Model, WINN Harbor Long-Term Growers will be worth about 29.6 in June 2026. The stock is currently trading at 27.76. This means that the stock has a potential upside of +6.59%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.6 6.6%