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
$20.43B

Sector breakdown

Technology54.9%
Industrials10.1%
Healthcare9.4%
Energy8.5%
Financial Services5.2%
Communication Services4.8%
Consumer Defensive2.6%
Real Estate1.8%
Consumer Cyclical1.6%
Basic Materials0.8%
Utilities0.2%

Asset allocation

Stock Position99.9%
Cash Position0.1%

Signal overlay

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

BULLISH 14% · NEUTRAL 86% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
AMDAdvanced Micro Devices Inc6.3%Neutral
MUMicron Technology Inc5.4%Neutral
INTCIntel Corp4.7%Neutral
CSCOCisco Systems Inc3.3%Neutral
JNJJohnson & Johnson3.2%Neutral
AMATApplied Materials Inc3.1%Neutral
SNDKSanDisk Corp Ordinary Shares3.0%Neutral
PANWPalo Alto Networks Inc2.7%Neutral
GOOGLAlphabet Inc Class A2.7%Bullish
XOMExxonMobil Holdings Corp2.5%Bullish