iShares MSCI USA Momentum Factor ETF (MTUM)

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index.

Price
$252.80
Oct 17, 2025, 4:00 PM ET
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Fund Details
Issuer: iShares
Inception Date: April 16, 2013
Expense Ratio: 0.15%
Assets Under Management: $19.4B
Category: Large Blend
Asset Allocation
Stocks: 99.99%
Bonds: 0.00%
Cash: 0.01%
Dividend
Dividend Yield: 0.92%
Trading Data
3M Daily Volume: 831,725
10D Daily Volume: 836,780
Top 10 Holdings
CompanyHolding %
Broadcom Inc5.10%
JPMorgan Chase & Co4.95%
Palantir Technologies Inc Ordinary Shares - Class A4.66%
Meta Platforms Inc Class A4.51%
Oracle Corp4.50%
NVIDIA Corp4.43%
Microsoft Corp4.29%
Netflix Inc4.14%
Visa Inc Class A3.06%
Walmart Inc2.82%
Sector Breakdown
SectorWeight
Technology31.47%
Financial Services17.33%
Communication Services14.86%
Industrials11.75%
Consumer Defensive7.81%
Consumer Cyclical5.74%
Healthcare4.96%
Utilities2.48%
Realestate1.74%
Energy1.44%
Basic Materials0.43%
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