MINV.L Holdings
iShares Edge MSCI World Minimum Volatility UCITS ETF
1W: -0.6%
1M: -1.9%
3M: +2.0%
YTD: +3.3%
1Y: +5.2%
3Y: +25.6%
5Y: +30.2%
£5,724.00 ($75.72)
+7.00 (+0.12%)
Weekly Expected Move ±1.0%
£5608
£5662
£5717
£5772
£5826
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$20M
Holdings—
Top 10 Wt—%
Beta0.33
% Profitable—%
Coverage100%
Portfolio Valuation
P/E21.3
P/B2.3
P/S2.0
EV/EBITDA10.9
P/FCF21.5
PEG1.02
Profitability & Returns
Gross Margin37.8%
Net Margin9.4%
ROE11.0%
ROA3.3%
ROIC7.3%
Div Yield2.13%
Leverage & Liquidity
Debt/Equity0.92
Debt/Assets0.27
Net Debt/EBITDA2.1x
Interest Cov7.6x
Current Ratio0.89
Quick Ratio0.78
Growth (YoY)
Revenue+15.6%
Net Income+29.8%
EPS+29.7%
FCF+38.1%
EBITDA+21.8%
Rev CAGR 3Y+16.9%
Quality Scores
Piotroski F6.6
Altman Z6.39
IS Quality72.8
IS Overall60.1
IS Value54.0
Median P/E20.8
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 76 | 23.7% | 138.7 |
| Healthcare | 31 | 14.4% | 26.2 |
| Financial Services | 42 | 13.7% | 15.2 |
| Consumer Defensive | 29 | 10.1% | 23.6 |
| Communication Services | 20 | 9.9% | 14.6 |
| Industrials | 31 | 9.1% | 23.8 |
| Utilities | 28 | 7.0% | 20.7 |
| Energy | 16 | 5.1% | 15.6 |
| Consumer Cyclical | 14 | 4.9% | 21.4 |
| Real Estate | 3 | 1.2% | 85.0 |
| Other | 20 | 0.5% | — |
| Basic Materials | 4 | 0.5% | 19.9 |
Smart Money Overlap
19 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. | 1.24% | 4 | Bullish | 3 | 3 | -1.4% |
| COR | Cencora, Inc. | 1.04% | 4 | Bullish | 3 | 3 | +13.9% |
| WELL | Welltower Inc. | 0.97% | 4 | Bullish | 4 | 2 | -5.7% |
| RSG | Republic Services, Inc. | 0.95% | 4 | Bullish | 107 | 3 | -5.9% |
| TMUS | T-Mobile US, Inc. | 0.81% | 4 | Bullish | 1 | 4 | -11.4% |
| ABT | Abbott Laboratories | 0.59% | 4 | Bullish | 3 | 6 | +7.6% |
| AZO | AutoZone, Inc. | 0.57% | 4 | Bullish | 1 | 1 | -4.8% |
| AVGO | Broadcom Inc. | 0.40% | 4 | Bullish | 1 | 14 | -0.1% |
| L | Loews Corporation | 0.28% | 4 | Bullish | 2 | 1 | +1.1% |
| CTSH | Cognizant Technology Solutions Corporation | 0.26% | 4 | Bullish | 1 | 1 | +0.9% |
| INTU | Intuit Inc. | 0.25% | 4 | Bullish | 2 | 15 | -19.8% |
| ADSK | Autodesk, Inc. | 0.22% | 4 | Bullish | 5 | 1 | +12.3% |
| ADBE | Adobe Inc. | 0.20% | 4 | Bullish | 1 | 6 | -12.9% |
| MELI | MercadoLibre, Inc. | 0.17% | 4 | Bullish | 3 | 8 | +3.0% |
| VTR | Ventas, Inc. | 0.12% | 4 | Bullish | 1 | 1 | +6.3% |
| BRO | Brown & Brown, Inc. | 0.09% | 4 | Bullish | 2 | 2 | +1.3% |
| Q | Qnity Electronics, Inc. | 0.07% | 4 | Bullish | 1 | 2 | -4.9% |
| UBER | Uber Technologies, Inc. | 0.05% | 4 | Bullish | 3 | 9 | -6.2% |
| ORCL | Oracle Corporation | 0.04% | 4 | Bullish | 1 | 3 | +3.3% |
Showing 50 of 314 holdings
· Page 1 of 7
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | JNJ | 1.53% | $34.3M | 166,764 | 29.6 | $617.0B | Healthcare |
| 2 | EXXONMOBIL HOLDINGS CORP | XOM | 1.47% | $32.9M | 267,797 | 21.1 | $679.7B | Energy |
| 3 | MICROSOFT | MSFT | 1.42% | $31.7M | 82,281 | 28.8 | $3.8T | Technology |
| 4 | NVIDIA | NVDA | 1.36% | $30.3M | 175,395 | 29.4 | $5.7T | Technology |
| 5 | CISCO SYSTEMS INC | CSCO | 1.34% | $30.1M | 372,501 | 33.4 | $442.2B | Technology |
| 6 | DUKE ENERGY CORP | DUK | 1.30% | $29.0M | 338,676 | 17.1 | $89.0B | Utilities |
| 7 | MOTOROLA SOLUTIONS INC | MSI | 1.30% | $29.0M | 84,923 | 34.8 | $74.3B | Technology |
| 8 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 1.24% | $27.6M | 72,675 | 12.7 | $1.1T | Financial Services |
| 9 | AT&T | T | 1.21% | $27.1M | 1,440,939 | 8.0 | $166.5B | Communication Services |
| 10 | SOUTHERN | SO | 1.21% | $27.0M | 433,073 | 20.1 | $96.3B | Utilities |
| 11 | NOVARTIS AG | NOVN.SW | 1.14% | $25.4M | 230,240 | 21.3 | $221.1B | Healthcare |
| 12 | KDDI | 9433.T | 1.11% | $24.8M | 1,736,400 | 14.7 | $11.0T | Communication Services |
| 13 | VERIZON COMMUNICATIONS INC | VZ | 1.11% | $24.7M | 701,297 | 12.0 | $191.7B | Communication Services |
| 14 | TAKEDA PHARMACEUTICAL | 4502.T | 1.09% | $24.4M | 859,000 | 49.3 | $9.0T | Healthcare |
| 15 | CENCORA | COR | 1.04% | $23.2M | 100,937 | 22.9 | $60.1B | Healthcare |
| 16 | SOFTBANK | 9434.T | 1.01% | $22.6M | 19,241,000 | 20.8 | $11.4T | Communication Services |
| 17 | AMPHENOL CORP CLASS A | APH | 1.01% | $22.5M | 351,882 | 41.4 | $214.4B | Technology |
| 18 | CHUBB | 0VQD.L | 1.00% | $22.4M | 89,446 | 11.6 | $129.6B | Financial Services |
| 19 | WELLTOWER | WELL | 0.97% | $21.6M | 122,538 | 118.1 | $164.2B | Real Estate |
| 20 | MCKESSON CORP | MCK | 0.96% | $21.6M | 33,306 | 24.0 | $105.6B | Healthcare |
| 21 | REPUBLIC SERVICES INC | RSG | 0.95% | $21.3M | 132,495 | 29.7 | $64.5B | Industrials |
| 22 | COCA-COLA | KO | 0.95% | $21.2M | 321,393 | 25.7 | $368.5B | Consumer Defensive |
| 23 | PROCTER & GAMBLE | PG | 0.94% | $21.0M | 186,060 | 21.5 | $344.5B | Consumer Defensive |
| 24 | WASTE MANAGEMENT INC | WM | 0.93% | $20.8M | 133,088 | 28.8 | $81.7B | Industrials |
| 25 | CONSOLIDATED EDISON | ED | 0.86% | $19.2M | 246,482 | 16.9 | $38.1B | Utilities |
| 26 | PEPSICO | PEP | 0.85% | $19.0M | 195,574 | 16.5 | $172.0B | Consumer Defensive |
| 27 | MCDONALDS CORP | MCD | 0.81% | $18.2M | 103,107 | 18.8 | $164.8B | Consumer Cyclical |
| 28 | T MOBILE US INC | TMUS | 0.81% | $18.2M | 144,298 | 17.1 | $175.5B | Communication Services |
| 29 | VERTEX PHARMACEUTICALS | VRTX | 0.81% | $18.0M | 45,163 | 29.1 | $128.1B | Healthcare |
| 30 | ROPER TECHNOLOGIES | ROP | 0.80% | $17.9M | 66,862 | 14.7 | $35.8B | Technology |
| 31 | TRAVELERS COMPANIES | TRV | 0.78% | $17.5M | 63,829 | 9.5 | $75.2B | Financial Services |
| 32 | MERCK & CO INC | MRK | 0.75% | $16.9M | 150,067 | 114.5 | $356.4B | Healthcare |
| 33 | NTT | 9432.T | 0.74% | $16.5M | 19,694,700 | 13.1 | $13.8T | Communication Services |
| 34 | COLGATE-PALMOLIVE | CL | 0.71% | $15.9M | 243,266 | 33.1 | $67.4B | Consumer Defensive |
| 35 | KROGER | KR | 0.70% | $15.6M | 344,851 | 31.6 | $36.2B | Consumer Defensive |
| 36 | CME GROUP CLASS A | CME | 0.69% | $15.5M | 78,056 | 22.2 | $94.6B | Financial Services |
| 37 | MARSH | MRSH | 0.69% | $15.4M | 120,720 | 20.7 | $81.2B | Financial Services |
| 38 | PROGRESSIVE | PGR | 0.69% | $15.4M | 97,225 | 10.5 | $122.3B | Financial Services |
| 39 | ARGENX | ARGX.BR | 0.67% | $14.9M | 20,493 | 33.0 | $50.7B | Healthcare |
| 40 | ORANGE SA | ORA.PA | 0.66% | $14.8M | 1,234,539 | 9.6 | $37.2B | Communication Services |
| 41 | SAP | SAP.DE | 0.66% | $14.6M | 92,638 | 26.8 | $212.3B | Technology |
| 42 | OREILLY AUTOMOTIVE INC | ORLY | 0.65% | $14.5M | 222,413 | 26.8 | $70.4B | Consumer Cyclical |
| 43 | TJX | TJX | 0.65% | $14.5M | 147,183 | 24.5 | $146.6B | Consumer Cyclical |
| 44 | MONSTER BEVERAGE | MNST | 0.65% | $14.5M | 457,615 | 39.4 | $84.0B | Consumer Defensive |
| 45 | TELEDYNE TECHNOLOGIES INC | TDY | 0.64% | $14.3M | 31,059 | 29.7 | $28.6B | Technology |
| 46 | MONDELEZ INTERNATIONAL CLASS A | MDLZ | 0.64% | $14.2M | 312,766 | 21.4 | $74.3B | Consumer Defensive |
| 47 | VISA CLASS A | V | 0.63% | $14.1M | 50,810 | 30.6 | $673.4B | Financial Services |
| 48 | ABBVIE | ABBV | 0.62% | $13.9M | 69,060 | 74.0 | $464.3B | Healthcare |
| 49 | KYOCERA | 6971.T | 0.62% | $13.8M | 776,100 | 31.2 | $4.8T | Industrials |
| 50 | WASTE CONNECTIONS | WCN.TO | 0.61% | $13.6M | 114,963 | 37.2 | $55.3B | Industrials |