COWZ Market Analysis

Overview

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$18.50B
Expense ratio0.49%
Dividend yield1.71%
InceptionDec 16, 2016

Top holdings (102 total)

#NameWeight
1
QCOM
Qualcomm inc
3.50%
2
F
Ford Motor co
2.62%
3
CVS
Cvs Health Corp
2.26%
4
MO
Altria Group inc
2.05%
5
COP
Conocophillips
1.97%
6
CRM
Salesforce inc
1.96%
7
FANG
Diamondback Energy inc
1.91%
8
UBER
Uber Technologies inc
1.88%
9
NEM
Newmont Corp
1.86%
10
PFE
Pfizer inc
1.86%
Page 1 of 11 · 102 total

Sector breakdown

#NameWeight
1
Information Technology
20.70%
2
Healthcare
19.70%
3
Energy
15.50%
4
Industrials
12.20%
5
Consumer Discretionary
10.00%
6
Consumer Staples
9.30%
7
Communication Services
7.60%
8
Materials
3.70%
9
Utilities
0.00%
10
Financials
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

Page 1 of 2 · 28 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer