IGM – iShares Expanded Tech Sector ETF – ETF Stock Quote | Morningstar

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Will IGM outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IGM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the IGM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of IGM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Expanded Tech Sector ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 54.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Meta Platforms Inc Class A	9.08	477.0 Mil	Communication Services
Apple Inc	8.40	441.6 Mil	Technology
Microsoft Corp	8.15	428.4 Mil	Technology
NVIDIA Corp	8.12	426.9 Mil	Technology
Alphabet Inc Class A	4.89	257.2 Mil	Communication Services
Broadcom Inc	4.46	234.3 Mil	Technology
Alphabet Inc Class C	4.05	212.6 Mil	Communication Services
Netflix Inc	2.49	130.7 Mil	Communication Services
Oracle Corp	2.19	115.2 Mil	Technology
Salesforce Inc	2.15	113.2 Mil	Technology

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