XLF Market Analysis

Overview

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$47.80B
Expense ratio0.08%
Dividend yield1.48%
InceptionDec 16, 1998

Top holdings (80 total)

#NameWeight
1
BRK-B
Berkshire Hathaway inc Class b
11.51%
2
JPM
Jpmorgan Chase & co
11.31%
3
V
Visa inc Class a
6.98%
4
MA
Mastercard inc Class a
5.58%
5
BAC
Bank of America Corp
4.75%
6
GS
The Goldman Sachs Group inc
3.72%
7
WFC
Wells Fargo & co
3.38%
8
C
Citigroup inc
3.08%
9
MS
Morgan Stanley
3.05%
10
AXP
American Express co
2.37%
Page 1 of 8 · 80 total

Sector breakdown

#NameWeight
1
Financials
86.70%
2
Consumer Discretionary
1.60%
3
Information Technology
0.00%
4
Communication Services
0.00%
5
Healthcare
0.00%
6
Consumer Staples
0.00%
7
Industrials
0.00%
8
Materials
0.00%
9
Utilities
0.00%
10
Energy
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 3 · 50 total

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

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