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iShares MSCI USA Momentum Factor ETF MTUM

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis MTUM

Will MTUM outperform in future?

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

Process tweaks bring marginal improvements.

Analyst Ryan Jackson

Ryan Jackson



IShares MSCI USA Momentum Factor ETF MTUM cheaply harnesses momentum, a time-tested factor with a history of market-beating returns. Recent index tweaks should have little impact on a solid approach and are unlikely to change the fund’s somewhat unpredictable nature.

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Portfolio Holdings MTUM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD

Meta Platforms Inc Class A

5.99 581.7 Mil
Communication Services


5.82 565.6 Mil

Broadcom Inc

5.59 543.6 Mil

Eli Lilly and Co

5.43 528.2 Mil
Healthcare Inc

4.84 470.2 Mil
Consumer Cyclical

Microsoft Corp

4.64 450.9 Mil

Adobe Inc

3.53 342.6 Mil

Advanced Micro Devices Inc

2.64 256.7 Mil

Netflix Inc

2.53 246.0 Mil
Communication Services

Alphabet Inc Class A

2.40 232.8 Mil
Communication Services