iShares MSCI USA Momentum Factor ETF MTUM

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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 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

5.50 943M
Technology

Micron Technology Inc

4.89 838M
Technology

Johnson & Johnson

3.78 649M
Healthcare

Cisco Systems Inc

3.62 621M
Technology

ExxonMobil Holdings Corp

3.22 552M
Energy

Palo Alto Networks Inc

2.75 471M
Technology

Intel Corp

2.73 468M
Technology

Applied Materials Inc

2.61 447M
Technology

Alphabet Inc Class A

2.48 426M
Communication Services

UnitedHealth Group Inc

2.36 404M
Healthcare

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