iShares MSCI USA Momentum Factor ETF MTUM

ASignal view: Not yet rated

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.

Fund facts

Category
Large Blend
Expense ratio
0.15%
AUM
$29.05B

Sector breakdown

Technology53.2%
Industrials15.4%
Energy9.1%
Financial Services4.7%
Communication Services4.4%
Healthcare3.6%
Consumer Defensive3.4%
Consumer Cyclical2.6%
Basic Materials1.9%
Real Estate1.2%
Utilities0.6%

Asset allocation

Stock Position99.9%
Cash Position0.1%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 0% · NEUTRAL 100% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
MUMicron Technology Inc7.2%Neutral
INTCIntel Corp5.5%Neutral
AMDAdvanced Micro Devices Inc5.4%Neutral
CATCaterpillar Inc4.2%Neutral
AVGOBroadcom Inc4.0%Neutral
LRCXLam Research Corp4.0%Neutral
AMATApplied Materials Inc3.9%Neutral
GEVGE Vernova Inc3.2%Neutral
JNJJohnson & Johnson3.1%Neutral
XOMExxon Mobil Corp2.9%Neutral
iShares MSCI USA Momentum Factor ETF (MTUM) ETF - holdings, fund data, ASignal view