iShares U.S. Thematic Rotation Active ETF THRO

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Morningstar’s Analysis THRO

Will THRO outperform in the future?

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

Uneven returns highlight shortcomings.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares U.S. Thematic Rotation Active ETF attempts to opportunistically rotate across select themes in US stocks. The strategy is unlikely to consistently and reliably pick winning themes, calling into question its ability to sustain its edge.

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Portfolio Holdings THRO

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.50602M
Technology

NVIDIA Corp

7.46528M
Technology

Microsoft Corp

6.36450M
Technology

Amazon.com Inc

4.64328M
Consumer Cyclical

Alphabet Inc Class A

3.24229M
Communication Services

Walmart Inc

2.74194M
Consumer Defensive

JPMorgan Chase & Co

2.72192M
Financial Services

Johnson & Johnson

2.28161M
Healthcare

ExxonMobil Holdings Corp

2.26160M
Energy

Visa Inc Class A

2.22157M
Financial Services

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