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Strategies holding companies that have prospered during the pandemic
10 August 2020

The Financial Times recently published a list of the top 100 companies that have prospered during the pandemic.* We wanted to dig deeper: Where are institutional investors benefiting most from exposure to these equities? We looked at several securities on the list and used eVestment Holdings Analysis to identify those universes with the highest weights.

Asset managers with even higher weights versus their peers have a unique opportunity to highlight their team’s decision-making during the global pandemic. While portfolio managers unpack attribution to understand detractors and contributors to return, if those equities are also held by a large percentage of managers in the universe and at roughly the same weights, there’s not much to differentiate the strategy. eVestment Holdings Analysis helps managers understand where their holdings and weights are significantly different from their peers – providing data for a product narrative that sets their equity strategy apart from the herd.

Request a tour of eVestment Holdings Analysis to see your equity holdings against peers, not just a benchmark.

 

*Financial Times 19 June 2020

UniverseAvg WeightMin WeightMax Weight
US Sector Focus Equity8.2%1.1%30.1%
SMA/Wrap - US Large Cap Value Equity7.0%7.0%7.0%
SMA/Wrap - US Large Cap Growth Equity6.5%0.0%12.5%
US Large Cap Growth Equity6.5%0.0%14.0%
US Passive Russell 1000 Growth Equity6.2%6.1%6.3%
US All Cap Growth Equity6.1%1.5%15.8%
Global Sector Focus Equity6.1%1.7%10.9%
Global All Cap Growth Equity4.4%0.4%14.1%
SMA/Wrap - Global Equity4.3%0.4%10.7%
SMA/Wrap - US All Cap Equity4.1%1.0%7.8%
UniverseAvg WeightMin WeightMax Weight
US Sector Focus Equity4.0%1.5%10.7%
SMA/Wrap - Global Equity3.8%0.7%8.7%
SMA/Wrap - US Large Cap Growth Equity3.7%1.5%7.0%
US All Cap Value Equity3.7%1.0%7.5%
US Large Cap Growth Equity3.5%0.2%10.2%
Global Large Cap Growth Equity3.5%1.1%6.7%
Asia ex-Japan All Cap Core Equity3.1%3.1%3.1%
US Passive Russell 1000 Growth Equity3.1%3.0%3.1%
Pac-Basin ex-Japan All Cap Core Equity3.1%3.1%3.1%
Global Sector Focus Equity3.0%0.5%7.6%
UniverseAvg WeightMin WeightMax Weight
US All Cap Growth Equity4.6%0.5%27.0%
US Large Cap Value Equity3.6%0.7%6.7%
Global All Cap Growth Equity2.7%0.5%5.3%
Global Emerging Mkts All Cap Core Equity2.7%2.2%3.1%
US Large Cap Growth Equity2.4%0.1%9.2%
US All Cap Value Equity2.3%0.4%5.3%
Global All Cap Value Equity2.2%2.2%2.2%
Global Sector Focus Equity2.1%0.7%5.5%
SMA/Wrap - Non-US Diversified Equity2.0%2.0%2.0%
SMA/Wrap - US Large Cap Growth Equity2.0%0.3%3.3%
UniverseAvg WeightMin WeightMax Weight
Emerging Asia Equity3.4%3.4%3.4%
US Passive Small Cap Equity2.4%2.4%2.4%
Hong Kong Equity2.4%1.7%3.2%
Offshore China Equity1.9%0.8%3.9%
Global All Cap Growth Equity1.6%0.8%2.4%
US Sector Focus Equity1.2%1.2%1.2%
Global Emerging Mkts Large Cap Growth Equity1.2%0.5%1.9%
Greater China Equity1.1%0.6%1.6%
SMA/Wrap - Global Equity1.0%1.0%1.0%
Global Emerging Mkts All Cap Growth Equity0.9%0.3%1.9%
Avg WeightAvg WeightMin WeightMax Weight
US Sector Focus Equity10.6%4.0%20.6%
US Passive Russell 1000 Growth Equity9.1%8.6%9.2%
SMA/Wrap - US Large Cap Growth Equity8.1%2.8%20.3%
US Large Cap Growth Equity7.3%0.6%13.6%
US Mid Cap Value Equity7.1%7.1%7.1%
Global Sector Focus Equity6.8%1.1%18.2%
Global Small-Mid Cap Equity6.2%5.5%6.9%
US Passive Large Cap - Other Indices6.0%0.2%12.1%
US All Cap Growth Equity6.0%0.1%13.0%
US Enhanced S&P 500 Equity5.8%4.4%7.4%
Avg WeightAvg WeightMin WeightMax Weight
Pan-Europe All Cap Value Equity3.4%3.4%3.4%
SMA/Wrap - Global Equity3.4%0.4%6.2%
US Sector Focus Equity3.2%1.5%12.8%
US All Cap Growth Equity2.7%0.8%7.1%
Global Sector Focus Equity2.6%1.6%4.6%
Global Emerging Mkts Large Cap Growth Equity2.6%1.5%3.6%
Global Large Cap Growth Equity2.4%0.4%4.1%
US Mid Cap Core Equity2.4%0.7%4.2%
ACWI ex-US Large Cap Growth Equity2.4%2.4%2.4%
US Large Cap Growth Equity2.4%0.0%7.8%
Avg WeightAvg WeightMin WeightMax Weight
Asia ex-Japan All Cap Growth Equity3.3%1.5%6.3%
Hong Kong Equity2.8%1.3%5.2%
ACWI ex-US All Cap Growth Equity2.5%0.8%4.6%
Pac-Basin ex-Japan All Cap Growth Equity2.4%2.4%2.4%
Offshore China Equity2.4%0.5%7.7%
Global All Cap Growth Equity2.3%0.2%7.5%
Asia ex-Japan All Cap Core Equity2.2%0.8%4.8%
Global Emerging Mkts All Cap Growth Equity1.9%0.3%6.3%
Greater China Equity1.7%0.4%3.6%
SMA/Wrap - Global Equity1.6%1.6%1.6%
Avg WeightAvg WeightMin WeightMax Weight
Global Small-Mid Cap Equity5.3%5.3%5.3%
US Small Cap Growth Equity2.7%2.7%2.7%
SMA/Wrap - US Mid Cap Equity1.9%1.9%1.9%
US Mid Cap Growth Equity1.9%0.9%3.5%
Global All Cap Growth Equity1.5%0.1%3.6%
US Large Cap Growth Equity1.5%0.0%5.2%
US All Cap Growth Equity1.5%0.1%4.9%
US Small-Mid Cap Growth Equity1.4%0.5%2.3%
SMA/Wrap - Global Equity1.3%1.3%1.3%
US All Cap Core Equity1.2%0.8%1.5%
Avg WeightAvg WeightMin WeightMax Weight
US Sector Focus Equity9.5%3.0%20.7%
US Passive Russell 1000 Growth Equity7.9%6.6%8.1%
SMA/Wrap - Other6.5%3.2%9.9%
Global Small-Mid Cap Equity6.5%6.5%6.5%
US Small Cap Value Equity5.9%1.6%10.2%
US Large Cap Growth Equity5.6%0.1%11.0%
US Passive Large Cap - Other Indices5.5%0.2%11.2%
Global Sector Focus Equity5.3%1.7%8.6%
US Enhanced S&P 500 Equity5.1%3.9%5.6%
US Enhanced Russell 1000 Equity5.0%0.4%10.2%
Avg WeightAvg WeightMin WeightMax Weight
Global Large Cap Growth Equity4.4%0.1%9.4%
Global Mid Cap Equity4.4%4.4%4.4%
SMA/Wrap - US Large Cap Growth Equity4.1%1.6%8.3%
Global Sector Focus Equity4.0%2.6%5.4%
US Large Cap Growth Equity3.8%0.3%9.2%
US All Cap Growth Equity3.5%0.0%6.9%
SMA/Wrap - Global Equity3.4%0.4%10.5%
US All Cap Value Equity3.2%0.5%7.4%
North American Equity3.0%1.4%8.9%
US Passive Russell 1000 Growth Equity2.9%2.6%5.1%
Avg WeightAvg WeightMin WeightMax Weight
Global Small-Mid Cap Equity5.9%5.9%5.9%
EAFE Small Cap Core Equity4.0%4.0%4.0%
US All Cap Growth Equity4.0%0.1%16.7%
Canadian Large Cap Growth Equity3.6%1.5%9.4%
US All Cap Core Equity3.6%0.2%7.4%
Canadian Passive Equity3.2%0.4%4.0%
SMA/Wrap - US All Cap Equity3.0%0.8%5.1%
Global Large Cap Growth Equity2.8%0.6%6.3%
SMA/Wrap - Global Equity2.6%0.5%5.0%
Canadian All Cap Growth Equity2.6%0.9%3.4%
Avg WeightAvg WeightMin WeightMax Weight
US All Cap Value Equity6.3%3.2%9.4%
Asia ex-Japan All Cap Growth Equity4.3%4.0%4.5%
SMA/Wrap - US Large Cap Growth Equity4.0%4.0%4.0%
Global Large Cap Growth Equity4.0%2.7%7.5%
Offshore China Equity3.4%0.5%7.5%
ACWI ex-US Large Cap Growth Equity3.2%1.2%4.3%
Global Emerging Mkts Large Cap Growth Equity3.1%0.5%8.8%
SMA/Wrap - Non-US Diversified Equity2.6%0.3%7.0%
SMA/Wrap - Global Equity2.6%0.2%5.1%
Greater China Equity2.6%1.6%3.6%
Avg WeightAvgMin WeightMax Weight
US Small-Mid Cap Growth Equity16.5%13.2%20.7%
Global All Cap Growth Equity5.0%0.4%11.0%
US All Cap Growth Equity4.5%0.1%25.9%
ACWI ex-US All Cap Growth Equity3.9%3.3%4.4%
Global Small-Mid Cap Equity3.7%3.7%3.7%
ACWI ex-US Passive Equity3.0%3.0%3.0%
US Passive Mid Cap Equity2.0%1.9%2.0%
SMA/Wrap - US All Cap Equity1.8%0.3%5.1%
US Large Cap Growth Equity1.7%0.1%7.6%
Global Large Cap Growth Equity1.6%0.4%3.9%
Avg WeightAvg WeightMin WeightMax Weight
ACWI ex-US Large Cap Core Equity3.4%3.4%3.4%
Global Large Cap Growth Equity2.4%0.5%8.9%
SMA/Wrap - Global Equity2.2%0.3%4.9%
US All Cap Value Equity2.2%0.1%4.5%
US Large Cap Growth Equity2.2%0.0%10.6%
SMA/Wrap - US Large Cap Growth Equity2.1%0.9%4.0%
US All Cap Growth Equity1.9%0.5%5.6%
US Large Cap Value Equity1.9%0.1%5.1%
Global All Cap Growth Equity1.9%0.3%4.2%
US Sector Focus Equity1.9%0.3%2.9%
Avg WeightAvg WeightMin WeightMax Weight
ACWI ex-US All Cap Growth Equity3.9%3.9%3.9%
US Sector Focus Equity3.8%2.2%5.4%
SMA/Wrap - US Mid Cap Equity3.3%3.3%3.3%
Global Large Cap Growth Equity3.2%0.4%12.1%
US Large Cap Growth Equity3.1%0.3%8.6%
SMA/Wrap - US Large Cap Growth Equity3.0%1.0%6.0%
Global Sector Focus Equity2.7%1.1%5.2%
US All Cap Growth Equity2.7%0.4%8.5%
Global REIT2.7%2.7%2.7%
Global All Cap Growth Equity2.5%0.3%8.9%
Avg WeightAvg WeightMin WeightMax Weight
Onshore China A-Shares Equity4.4%1.5%9.2%
EAFE All Cap Core Equity4.1%4.1%4.1%
Pac-Basin ex-Japan Large Cap Equity3.3%0.3%6.4%
Offshore China Equity2.8%0.8%9.1%
Hong Kong Equity2.2%2.1%2.3%
Asia ex-Japan All Cap Core Equity2.1%0.2%4.9%
Global Emerging Mkts Large Cap Growth Equity1.9%0.8%3.3%
Asia ex-Japan All Cap Value Equity1.9%0.9%2.8%
Pac-Basin ex-Japan All Cap Core Equity1.8%0.3%2.9%
Asia ex-Japan All Cap Growth Equity1.7%0.3%3.0%
Avg WeightAvg WeightMin WeightMax Weight
Offshore China Equity10.0%4.2%18.1%
Hong Kong Equity9.8%6.9%15.5%
Emerging Asia Equity9.7%5.6%14.2%
Greater China Equity9.2%1.2%19.5%
Asia ex-Japan Large Cap Equity8.3%3.0%10.8%
Asia ex-Japan All Cap Core Equity7.7%2.8%11.6%
SMA/Wrap - Other7.7%2.6%12.9%
Asia ex-Japan All Cap Growth Equity7.0%3.6%9.6%
Pac-Basin ex-Japan All Cap Core Equity7.0%0.7%9.8%
Global Emerging Mkts Large Cap Growth Equity6.7%2.7%9.6%
Avg WeightAvg WeightMin WeightMax Weight
US Sector Focus Equity4.1%0.8%6.6%
US Mid Cap Core Equity2.4%2.4%2.4%
US All Cap Growth Equity1.8%0.4%7.4%
US All Cap Value Equity1.7%0.1%3.0%
SMA/Wrap - US Large Cap Growth Equity1.6%0.1%3.1%
US All Cap Core Equity1.6%0.1%4.7%
Global All Cap Growth Equity1.5%0.4%4.3%
SMA/Wrap - US All Cap Equity1.5%0.2%3.7%
Global Large Cap Value Equity1.4%0.2%4.5%
Global Sector Focus Equity1.2%0.3%2.6%
Avg WeightAvg WeightMin WeightMax Weight
US Mid Cap Value Equity4.8%4.8%4.8%
Global Sector Focus Equity3.6%2.4%5.0%
US Sector Focus Equity3.4%0.5%8.4%
SMA/Wrap - US Large Cap Value Equity3.4%2.0%5.4%
SMA/Wrap - Global Equity3.2%0.3%6.2%
Global Mid Cap Equity2.2%1.6%2.9%
US Large Cap Value Equity2.1%0.1%9.7%
US All Cap Value Equity1.9%0.0%7.2%
Global All Cap Value Equity1.8%0.1%4.7%
Global Extended Equity1.8%0.4%5.7%
Avg WeightAvg WeightMin WeightMax Weight
US Small Cap Value Equity5.9%1.6%10.2%
US Sector Focus Equity5.7%0.0%30.1%
US Large Cap Growth Equity4.6%0.0%14.0%
Eurozone Large Cap Equity4.5%4.5%4.5%
US All Cap Growth Equity4.5%0.0%27.0%
SMA/Wrap - US Large Cap Growth Equity4.4%0.0%12.5%
US Passive Russell 1000 Growth Equity4.3%1.2%8.1%
Global Sector Focus Equity4.2%0.5%10.9%
US Small-Mid Cap Core Equity4.0%4.0%4.0%
Global Small-Mid Cap Equity3.8%1.1%6.5%
Security1-Month3-Month6-Month
Amazon12.96%41.5%49.3%
Abbvie5.95%30.4%13.6%
Adobe12.60%36.8%32.0%
Alphabet-1.08%22.0%5.9%
Apple14.74%43.8%24.8%
Facebook0.88%36.1%10.6%
Jd.com Inc10.77%48.6%70.8%
Kweichow Moutai8.29%33.2%25.1%
Meituan Dianping18.45%86.1%67.9%
Microsoft11.06%29.4%29.7%
Netflix8.41%21.2%40.6%
Nvidia7.06%44.2%61.6%
PayPal12.40%82.0%61.1%
Pinduoduo28.37%138.3%127.0%
Shopify25.26%127.7%138.7%
Tencent17.82%30.7%33.6%
Tesla29.32%106.1%158.1%
T-Mobile4.11%24.1%32.8%
Zoom Video41.26%73.5%272.6%

Source: Morningstar (as of June 30, 2020)

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