Entities

iShares Edge MSCI USA Momentum Factor ETF

iShares Edge MSCI USA Momentum Factor ETF

Nickname
MTUM
Link
Industry
Founding Date
2013
Parent Entity

The iShares MSCI USA Momentum Factor ETF offers thoughtfully constructed exposure to the momentum factor at a compelling price. The Fund tracks the index of large- and mid-capitalization U.S. stocks that exhibit relatively higher momentum characteristics from the traditional market capitalization-weighted parent index, the MSCI USA Index, as determined by MSCI Inc. MTUM provides index-based access to a specific factor which has historically driven a significant part of companies’ risk and return. The index is diversified across sectors on a market cap-weighted basis, and individual securities within each sector are weighted to ensure diversification.

MTUM TOP HOLDINGS

  • TSLA Tesla Inc                 6.42%

  • MSFT Microsoft Corporation         5.32%

  • NVDA NVIDIA Corp         4.91%

  • AAPL Apple Inc         4.90%

  • AMZN Amazon.com Inc.         4.67%

  • PYPL PayPal Holdings Inc 4.20%

  • ADBE Adobe Inc         2.94%

  • GOOG Alphabet Inc - Class C         2.86%

  • GOOGL Alphabet Inc - Class A                  2.84%

  • TMO Thermo Fisher Scientific Inc. 2.77%

As of 04/20/21


MTUM EXPOSURE BREAKDOWN

  • Information Technology         41.51%

  • Consumer Discretionary         19.64%

  • Health Care         12.45%

  • Communication         12.28%

  • Industrials         7.63%

  • Consumer Staples         1.89%

  • Materials                 1.55%

  • Financials         1.52%

  • Utilities                 1.39%

  • Cash and/or Derivatives         0.12%

As of 04/20/21