PortfoliosLab logoPortfoliosLab logo

ESUM Top Holdings & Constituents

ESUM, offered by Eventide, holds 197 reported positions across $129.0M in assets. Its largest holdings are NVIDIA CORPORATION (NVDA) (7.19%), BROADCOM INC. (AVGO) (3.13%), and EXXON MOBIL CORPORATION (XOM) (2.08%). The 5 biggest positions account for 15.43% of reported assets. The table below lists every reported holding with its portfolio weight and market value in US dollars — open any constituent to research its own performance.


PositionWeightMarket Value
NVDA
NVIDIA CORPORATION
7.19%
$11.09M
AVGO
BROADCOM INC.
3.13%
$4.82M
XOM
EXXON MOBIL CORPORATION
2.08%
$3.21M
HD
THE HOME DEPOT, INC.
1.52%
$2.35M
ADP
AUTOMATIC DATA PROCESSING, INC.
1.51%
$2.33M

Holdings data comes from the latest SEC Form N-PORT-P filing for this fund, covering the reporting period ended Apr 30, 2026. Market values are reported in US dollars, and each weight represents the position's share of reported fund assets. Cash, derivatives, and rounding can mean displayed weights do not total 100%. Funds rebalance and file on a schedule, so this page may not reflect intraday or post-filing changes.