(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.
Additional Sources for WINN ETF
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 paidWINN 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 |
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%.
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%.
Harbor Long-Term Growers has no consensus analysts rating.
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% |