Question 1

What are the top holdings in MTUM?

Accepted Answer

iShares MSCI USA Momentum Factor ETF (MTUM) holds 129 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is MTUM's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review MTUM's holdings table to analyze concentration risk.

Question 3

What is MTUM's sector allocation?

Accepted Answer

The Sector Allocation chart shows how MTUM distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does MTUM invest in?

Accepted Answer

MTUM's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is MTUM ETF?

Accepted Answer

MTUM's diversification can be assessed by reviewing its 129 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are MTUM's largest positions by weight?

Accepted Answer

MTUM's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	AVGO	Broadcom Inc	Stock	5.44%
2	META	Meta Platforms, Inc.	Stock	4.99%
3	JPM	JPMorgan Chase & Co.	Stock	4.99%
4	MSFT	Microsoft Corporation	Stock	4.65%
5	NVDA	NVIDIA Corporation	Stock	4.54%
6	PLTR	Palantir Technologies Inc	Stock	4.22%
7	MU	Micron Technology, Inc.	Stock	4.05%
8	GOOGL	Alphabet Inc.	Stock	2.95%
9	ORCL	Oracle Corporation	Stock	2.87%
10	AMD	Advanced Micro Devices, Inc	Stock	2.80%
11	WMT	Walmart Inc.	Stock	2.77%
12	GE	GE Aerospace	Stock	2.68%
13	CAT	Caterpillar Inc.	Stock	2.43%
14	GOOG	Alphabet Inc.	Stock	2.40%
15	GEV	GE Vernova Inc.	Stock	2.38%
16	V	Visa Inc.	Stock	2.31%
17	NFLX	Netflix, Inc	Stock	2.29%
18	LRCX	Lam Research Corporation	Stock	2.21%
19	GS	The Goldman Sachs Group, Inc.	Stock	1.90%
20	APP	AppLovin Corporation	Stock	1.82%
21	IBM	International Business Machines Corporation	Stock	1.79%
22	RTX	RTX Corporation	Stock	1.73%
23	APH	Amphenol Corporation	Stock	1.70%
24	WFC	Wells Fargo & Company	Stock	1.64%
25	MS	Morgan Stanley	Stock	1.41%
26	GILD	Gilead Sciences, Inc.	Stock	1.37%
27	HOOD	Robinhood Markets, Inc. Class A Common Stock	Stock	1.12%
28	WELL	Welltower Inc	Stock	1.11%
29	INTC	Intel Corporation	Stock	1.11%
30	HWM	Howmet Aerospace Inc	Stock	1.06%
31	C	Citigroup Inc	Stock	1.04%
32	INTU	Intuit Inc	Stock	1.01%
33	TJX	The TJX Companies, Inc	Stock	0.99%
34	BSX	Boston Scientific Corporation	Stock	0.92%
35	KLAC	KLA Corporation	Stock	0.92%
36	BK	The Bank of New York Mellon Corporation	Stock	0.85%
37	MMM	3M Company	Stock	0.81%
38	MCK	McKesson Corporation	Stock	0.75%
39	VST	Vistra Corp	Stock	0.73%
40	GLW	Corning Incorporated	Stock	0.71%
41	ANET	Arista Networks, Inc	Stock	0.69%
42	CVNA	Carvana Co	Stock	0.68%
43	RCL	Royal Caribbean Group	Stock	0.62%
44	TT	Trane Technologies plc	Stock	0.62%
45	CRWD	CrowdStrike Holdings, Inc	Stock	0.62%
46	RBLX	Roblox Corp	Stock	0.56%
47	DASH	DoorDash, Inc. Class A Common Stock	Stock	0.55%
48	WDC	Western Digital Corporation	Stock	0.55%
49	CBRE	CBRE Group, Inc	Stock	0.53%
50	ETR	Entergy Corporation	Stock	0.52%

MTUM ETF Holdings: iShares MSCI USA Momentum Factor ETF

Portfolio Allocations

Top 50 Holdings by Portfolio Weight