Gross-of-fee monthly returns for EQS Large Cap Growth, indexed alongside the S&P 500 for reference. Updated monthly.
Both series rebased to 100 at the start of the year, so the lines show relative growth rather than raw index levels.
Returns are gross of advisory fees and other expenses that would reduce an actual account's results. S&P 500 figures are price-return index levels (dividends excluded), sourced from Yahoo Finance (^GSPC), and are shown for general reference only — the index is not constructed to match EQS Large Cap Growth's position count, sector weights, or risk profile. The current month's figures are preliminary and subject to revision.
Current portfolio weight by GICS sector, sorted largest to smallest.
As of Aug 24, 2026. Weights sum to less than 100% due to rounding.
Leave your contact information and we'll follow up.
Used only to follow up about EQS — never shared or sold.
Performance shown is for EQS Large Cap Growth, presented gross of advisory fees and any other expenses that would reduce an actual client's returns; net-of-fee results would be lower, and the compounding effect of fees over time should be considered when evaluating these figures. Monthly returns, including the current month, are preliminary and unaudited, and are subject to revision.
The S&P 500 comparison uses the price-return index (dividends excluded) and is provided for general reference only. It is not a risk-equivalent or strategy-equivalent benchmark: the S&P 500 differs from EQS Large Cap Growth in position count, sector weighting, position sizing, and turnover, among other factors.
Past performance, whether actual or hypothetical, is not a guarantee of future results. All investing involves risk, including the possible loss of principal. Nothing on this page constitutes investment advice, a recommendation, or an offer to buy or sell any security. Full methodology, fee schedules, and risk disclosures are available on request.