IShares MSCI USA Momentum Factor ETF effectively harnesses stocks trending in a positive direction. That, combined with its consistent exposure to high momentum stocks, earns it a Process Pillar upgrade to Above Average from Average.
iShares MSCI USA Momentum Factor ETF MTUM
Morningstar’s Analysis MTUM
Will MTUM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Micro Devices Inc | 6.36 | 1B | Technology |
Micron Technology Inc | 5.37 | 1B | Technology |
Intel Corp | 4.63 | 946M | Technology |
Cisco Systems Inc | 3.41 | 697M | Technology |
Applied Materials Inc | 3.20 | 655M | Technology |
Johnson & Johnson | 3.05 | 624M | Healthcare |
SanDisk Corp Ordinary Shares | 2.96 | 605M | Technology |
Palo Alto Networks Inc | 2.68 | 549M | Technology |
Alphabet Inc Class A | 2.61 | 533M | Communication Services |
Lam Research Corp | 2.53 | 517M | Technology |