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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF Dist USD: holdings, performance and fees
1Y return+8.6%
3Y return+59.9%
5Y return+67.2%
OCF (ongoing charge)0.08%
Top 10 holdings
| Holding | Weight |
|---|---|
| BERKSHIRE HATHAWAY INC. | 12.2% |
| JPMORGAN CHASE & CO. | 11.6% |
| VISA INC. | 7.6% |
| MASTERCARD INCORPORATED | 5.5% |
| BANK OF AMERICA CORPORATION | 4.9% |
| GOLDMAN SACHS GROUP, INC. (THE) | 4.0% |
| WELLS FARGO & COMPANY | 3.4% |
| MORGAN STANLEY | 3.3% |
| CITIGROUP INC. | 3.2% |
| AMERICAN EXPRESS COMPANY | 2.4% |
Top sectors
- Banks29.0%
- Financial Services28.1%
- Capital Markets25.2%
- Insurance13.5%
- Consumer Finance4.4%
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.
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