iShares MSCI USA Momentum Factor ETF MTUM

Morningstar Medalist Rating

Morningstar’s Analysis MTUM

Will MTUM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A practical, cost-effective momentum strategy.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

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.

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Portfolio Holdings MTUM

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

6.471B
Technology

Micron Technology Inc

4.73822M
Technology

Johnson & Johnson

3.89677M
Healthcare

Cisco Systems Inc

3.57620M
Technology

ExxonMobil Holdings Corp

2.97516M
Energy

Intel Corp

2.83491M
Technology

Applied Materials Inc

2.73475M
Technology

Palo Alto Networks Inc

2.60452M
Technology

Alphabet Inc Class A

2.60452M
Communication Services

UnitedHealth Group Inc

2.36410M
Healthcare

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