The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Financial Select Sector SPDR® ETF XLF
Morningstar’s Analysis XLF
Will XLF 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 55.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 13.04 | 5.2 Bil | Financial Services |
JPMorgan Chase & Co | 9.81 | 3.9 Bil | Financial Services |
Visa Inc Class A | 7.64 | 3.0 Bil | Financial Services |
Mastercard Inc Class A | 6.58 | 2.6 Bil | Financial Services |
Bank of America Corp | 4.64 | 1.8 Bil | Financial Services |
Wells Fargo & Co | 3.79 | 1.5 Bil | Financial Services |
The Goldman Sachs Group Inc | 2.62 | 1.0 Bil | Financial Services |
S&P Global Inc | 2.44 | 962.9 Mil | Financial Services |
American Express Co | 2.40 | 948.6 Mil | Financial Services |
Morgan Stanley | 2.18 | 860.4 Mil | Financial Services |