IShares MSCI International Momentum Factor ETF effectively harnesses stocks trending in a positive direction. But its relatively select portfolio allows stock-specific risks to influence its performance in unpredictable ways.
iShares MSCI Intl Momentum Factor ETF IMTM
Morningstar’s Analysis IMTM
Will IMTM outperform in 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 25.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Novo Nordisk A/S Class B | 5.33 | 106.6 Mil | Healthcare |
Toyota Motor Corp | 4.57 | 91.5 Mil | Consumer Cyclical |
Mitsubishi UFJ Financial Group Inc | 2.99 | 59.9 Mil | Financial Services |
SAP SE | 2.15 | 42.9 Mil | Technology |
Mitsubishi Corp | 2.03 | 40.7 Mil | Industrials |
Sumitomo Mitsui Financial Group Inc | 1.88 | 37.5 Mil | Financial Services |
HSBC Holdings PLC | 1.76 | 35.3 Mil | Financial Services |
Tokyo Electron Ltd | 1.65 | 32.9 Mil | Technology |
TotalEnergies SE | 1.64 | 32.8 Mil | Energy |
Novartis AG Registered Shares | 1.60 | 31.9 Mil | Healthcare |