MTUM Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$25.30B
Expense ratio0.15%
Dividend yield0.62%
InceptionApr 16, 2013

Top holdings (129 total)

#NameWeight
1
MU
Micron Technology inc
6.02%
2
AMD
Advanced Micro Devices inc
4.95%
3
AVGO
Broadcom inc
4.90%
4
INTC
Intel Corp
4.27%
5
XOM
Exxonmobil Holdings Corp
3.76%
6
CAT
Caterpillar inc
3.68%
7
JNJ
Johnson & Johnson
3.48%
8
LRCX
Lam Research Corp
3.20%
9
AMAT
Applied Materials inc
3.12%
10
GEV
Ge Vernova inc
3.05%
Page 1 of 13 · 129 total

Sector breakdown

#NameWeight
1
Information Technology
47.70%
2
Industrials
14.90%
3
Energy
11.70%
4
Financials
5.20%
5
Communication Services
4.70%
6
Healthcare
4.10%
7
Consumer Staples
4.00%
8
Consumer Discretionary
2.80%
9
Materials
2.30%
10
Utilities
0.60%
Page 1 of 2 · 11 total

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

News & Sentiment

21 articles · sorted by date
Page 1 of 2 · 21 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