iShares MSCI USA Momentum Factor ETF MTUM

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Morningstar’s Analysis MTUM

Will MTUM outperform in the future?

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

A practical, cost-effective momentum strategy.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

IShares MSCI USA Momentum Factor ETF effectively harnesses stocks trending in a positive direction. That, combined with its consistent exposure to high momentum stocks, earns it a Process Pillar upgrade to Above Average from Average.

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Portfolio Holdings MTUM

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

6.25 1B
Technology

Micron Technology Inc

5.42 1B
Technology

Intel Corp

4.75 964M
Technology

Cisco Systems Inc

3.33 676M
Technology

Johnson & Johnson

3.21 652M
Healthcare

Applied Materials Inc

3.09 627M
Technology

SanDisk Corp Ordinary Shares

3.05 619M
Technology

Palo Alto Networks Inc

2.69 547M
Technology

Alphabet Inc Class A

2.66 540M
Communication Services

ExxonMobil Holdings Corp

2.53 513M
Energy

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