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
$24.23B

Sector breakdown

Technology51.4%
Industrials10.8%
Healthcare10.2%
Energy9.0%
Financial Services6.0%
Communication Services5.0%
Consumer Defensive2.9%
Real Estate1.9%
Consumer Cyclical1.8%
Basic Materials0.9%
Utilities0.2%

Asset allocation

Stock Position99.7%
Cash Position0.3%

Signal overlay

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

BULLISH 8% · NEUTRAL 92% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
MUMicron Technology Inc5.1%Neutral
AMDAdvanced Micro Devices Inc5.1%Neutral
INTCIntel Corp3.7%Neutral
CSCOCisco Systems Inc3.6%Neutral
JNJJohnson & Johnson3.4%Neutral
AMATApplied Materials Inc2.9%Neutral
SNDKSanDisk Corp Ordinary Shares2.9%Neutral
GOOGLAlphabet Inc Class A2.8%Bullish
PANWPalo Alto Networks Inc2.7%Neutral
XOMExxonMobil Holdings Corp2.6%Neutral
iShares MSCI USA Momentum Factor ETF (MTUM) ETF - holdings, fund data, ASignal view