The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares US Consumer Discretionary ETF IYC
Morningstar’s Analysis IYC
Will IYC 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 52.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 16.03 | 151.2 Mil | Consumer Cyclical |
Tesla Inc | 7.92 | 74.7 Mil | Consumer Cyclical |
Costco Wholesale Corp | 4.20 | 39.6 Mil | Consumer Defensive |
The Home Depot Inc | 4.10 | 38.6 Mil | Consumer Cyclical |
Walmart Inc | 4.00 | 37.7 Mil | Consumer Defensive |
Netflix Inc | 3.78 | 35.6 Mil | Communication Services |
The Walt Disney Co | 3.74 | 35.3 Mil | Communication Services |
McDonald's Corp | 3.64 | 34.4 Mil | Consumer Cyclical |
Uber Technologies Inc | 2.47 | 23.3 Mil | Technology |
Lowe's Companies Inc | 2.43 | 23.0 Mil | Consumer Cyclical |