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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
iShares U.S. Financial Services ETF: holdings, performance and fees
1Y return+3.4%
3Y return-44.3%
5Y return-48.7%
Top 10 holdings
| Holding | Weight |
|---|---|
| BERKSHIRE HATHAWAY INC. | 13.6% |
| JPMORGAN CHASE & CO. | 12.9% |
| VISA INC. | 9.0% |
| MASTERCARD INCORPORATED | 6.6% |
| BANK OF AMERICA CORPORATION | 5.2% |
| GOLDMAN SACHS GROUP, INC. (THE) | 3.9% |
| WELLS FARGO & COMPANY | 3.6% |
| MORGAN STANLEY | 3.3% |
| CITIGROUP INC. | 3.2% |
| AMERICAN EXPRESS COMPANY | 2.4% |
Top sectors
- Financial Services66.1%
- Banks33.8%
- Cash and/or Derivatives0.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN