iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€14.37+1.21%Today
24h Range
€14.33€14.39
Market Overview
Total Assets€1.12B
52W High€14.99
52W Low€12.27
Technicals
50-Day MA€14.55
200-Day MA€13.65
Risk Metrics
1Y Volatility15.03%
3Y Volatility15.08%
Sharpe Ratio (3Y)0.92
Portfolio Allocation
US Stock98.3%
Non-US Stock1.5%
Cash0.2%
Recently Happened
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iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€14.37+1.21%Today
24h Range
€14.33€14.39
Market Overview
Total Assets€1.12B
52W High€14.99
52W Low€12.27
Technicals
50-Day MA€14.55
200-Day MA€13.65
Risk Metrics
1Y Volatility15.03%
3Y Volatility15.08%
Sharpe Ratio (3Y)0.92
Portfolio Allocation
US Stock98.3%
Non-US Stock1.5%
Cash0.2%
Recently Happened
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Performance
YTD
-2.25%
1Y
+1.73%
3Y
+18.96%
5Y
+8.63%
10Y
+12.38%
Portfolio Allocation
US Stock98.3%
Non-US Stock1.5%
Cash0.2%
Top 10 Holdings
10 holdings total1JPMorgan Chase & Co
11.65%JPM
2Berkshire Hathaway Inc
11.26%BRK-B
3Visa Inc. Class A
7.70%V
4Mastercard Inc
5.84%MA
5Bank of America Corp
4.95%BAC
6Goldman Sachs Group Inc
3.71%GS
7Wells Fargo & Company
3.23%WFC
8Morgan Stanley
3.13%MS
9Citigroup Inc.
2.76%C
10Charles Schwab Corp
2.19%SCHW
Top 10 Total56.43%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | JPMorgan Chase & Co | JPM | 11.65% |
| 2 | Berkshire Hathaway Inc | BRK-B | 11.26% |
| 3 | Visa Inc. Class A | V | 7.70% |
| 4 | Mastercard Inc | MA | 5.84% |
| 5 | Bank of America Corp | BAC | 4.95% |
| 6 | Goldman Sachs Group Inc | GS | 3.71% |
| 7 | Wells Fargo & Company | WFC | 3.23% |
| 8 | Morgan Stanley | MS | 3.13% |
| 9 | Citigroup Inc. | C | 2.76% |
| 10 | Charles Schwab Corp | SCHW | 2.19% |
| Top 10 Total | 56.43% | ||
Performance
YTD
-2.25%
1Y
+1.73%
3Y
+18.96%
5Y
+8.63%
10Y
+12.38%
Portfolio Allocation
US Stock98.3%
Non-US Stock1.5%
Cash0.2%
Top 10 Holdings
10 holdings total1JPMorgan Chase & Co
11.65%JPM
2Berkshire Hathaway Inc
11.26%BRK-B
3Visa Inc. Class A
7.70%V
4Mastercard Inc
5.84%MA
5Bank of America Corp
4.95%BAC
6Goldman Sachs Group Inc
3.71%GS
7Wells Fargo & Company
3.23%WFC
8Morgan Stanley
3.13%MS
9Citigroup Inc.
2.76%C
10Charles Schwab Corp
2.19%SCHW
Top 10 Total56.43%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | JPMorgan Chase & Co | JPM | 11.65% |
| 2 | Berkshire Hathaway Inc | BRK-B | 11.26% |
| 3 | Visa Inc. Class A | V | 7.70% |
| 4 | Mastercard Inc | MA | 5.84% |
| 5 | Bank of America Corp | BAC | 4.95% |
| 6 | Goldman Sachs Group Inc | GS | 3.71% |
| 7 | Wells Fargo & Company | WFC | 3.23% |
| 8 | Morgan Stanley | MS | 3.13% |
| 9 | Citigroup Inc. | C | 2.76% |
| 10 | Charles Schwab Corp | SCHW | 2.19% |
| Top 10 Total | 56.43% | ||
Technical Analysis
This info isn't a recommendation for what you should personally do, so please don't take the data as investment advice. As with any trade, always look first, then leap.
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