iShares U.S. Thematic Rotation Active ETF THRO

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Morningstar’s Analysis THRO

Will THRO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Uneven returns highlight shortcomings.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares U.S. Thematic Rotation Active ETF attempts to opportunistically rotate across select themes in US stocks. The strategy is unlikely to consistently and reliably pick winning themes, calling into question its ability to sustain its edge.

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Portfolio Holdings THRO

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.72 646M
Technology

NVIDIA Corp

7.89 584M
Technology

Microsoft Corp

6.46 478M
Technology

Amazon.com Inc

4.50 333M
Consumer Cyclical

Alphabet Inc Class A

3.60 267M
Communication Services

ExxonMobil Holdings Corp

2.86 212M
Energy

JPMorgan Chase & Co

2.63 195M
Financial Services

Walmart Inc

2.57 190M
Consumer Defensive

Visa Inc Class A

2.19 162M
Financial Services

Micron Technology Inc

2.17 161M
Technology

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