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MOAT

VanEck Morningstar Wide Moat ETF
1W: -1.6% 1M: -8.8% 3M: -7.5% YTD: -6.5% 1Y: +7.1% 3Y: +39.9% 5Y: +47.9%
$96.78
+0.40 (+0.41%)
After Hours: $97.95 (+1.17, +1.21%)
ETF CBOE · AUM $13.0B
ETF-Level Metrics
AUM$13.0B
Holdings54
Top 10 Wt28.6%
Beta1.01
% Profitable96%
Coverage100%
Portfolio Valuation
P/E29.9
P/B7.8
P/S5.5
EV/EBITDA18.8
P/FCF35.9
PEG2.48
Profitability & Returns
Gross Margin52.8%
Net Margin18.2%
ROE28.5%
ROA9.8%
ROIC20.2%
Div Yield1.73%
Leverage & Liquidity
Debt/Equity0.71
Debt/Assets0.26
Net Debt/EBITDA0.8x
Interest Cov12.1x
Current Ratio1.11
Quick Ratio0.94
Growth (YoY)
Revenue+6.3%
Net Income+10.9%
EPS+12.0%
FCF+17.7%
EBITDA+13.4%
Rev CAGR 3Y+7.4%
Quality Scores
Piotroski F6.5
Altman Z5.24
IS Quality70.5
IS Overall58.4
IS Value46.0
Median P/E24.8

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 15 26.4% 34.9
Industrials 11 22.9% 28.6
Healthcare 10 18.4% 24.6
Consumer Defensive 8 17.7% 4.3
Consumer Cyclical 4 7.2% 30.1
Financial Services 4 4.8% 20.6
Communication Services 2 2.4% 19.4
Other 2 0.2%

Smart Money Overlap

8 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
KVUE Kenvue Inc. 2.59% 4 Bullish 3 4 -2.5%
CLX The Clorox Company 2.53% 4 Bullish 9 1 +6.6%
MRK Merck & Co., Inc. 1.74% 4 Bullish 11 2 +0.9%
DE Deere & Company 1.53% 4 Bullish 10 3 +23.3%
SCHW The Charles Schwab Corporation 1.26% 4 Bullish 13 3 -0.5%
DIS The Walt Disney Company 1.21% 4 Bullish 28 3 -3.5%
META Meta Platforms, Inc. 1.21% 4 Bullish 42 14 +0.2%
NOW ServiceNow, Inc. 0.87% 4 Bullish 2 12 -4.6%
Showing 50 of 56 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Huntington Ingalls Industries Inc HII 3.72% $509.7M 1,190,987 26.1 $15.8B Industrials
2 Bristol-Myers Squibb Co BMY 3.13% $429.8M 7,239,141 17.1 $120.0B Healthcare
3 Idex Corp IEX 2.90% $397.7M 2,091,476 29.7 $14.3B Industrials
4 United Parcel Service Inc UPS 2.77% $380.7M 3,930,791 15.0 $83.6B Industrials
5 Airbnb Inc ABNB 2.77% $379.8M 2,896,369 32.2 $79.0B Consumer Cyclical
6 Applied Materials Inc AMAT 2.74% $375.5M 1,074,525 37.4 $293.1B Technology
7 Constellation Brands Inc STZ 2.73% $374.2M 2,460,266 23.8 $26.4B Consumer Defensive
8 Fortinet Inc FTNT 2.68% $367.4M 4,405,916 31.6 $58.7B Technology
9 Kenvue Inc KVUE 2.59% $354.7M 20,256,629 23.0 $33.8B Consumer Defensive
10 Clorox Co/The CLX 2.53% $347.3M 3,217,730 16.9 $12.8B Consumer Defensive
11 Mondelez International Inc MDLZ 2.51% $344.4M 6,099,604 30.2 $74.1B Consumer Defensive
12 Boeing Co/The BA 2.42% $331.5M 1,609,073 68.6 $156.8B Industrials
13 Zimmer Biomet Holdings Inc ZBH 2.36% $323.1M 3,627,329 24.5 $17.4B Healthcare
14 Danaher Corp DHR 2.35% $322.5M 1,684,143 36.6 $132.3B Healthcare
15 Estee Lauder Cos Inc/The EL 2.35% $322.8M 3,753,106 -148.7 $26.4B Consumer Defensive
16 Otis Worldwide Corp OTIS 2.34% $320.9M 4,086,805 22.4 $30.7B Industrials
17 Ge Healthcare Technologies Inc GEHC 2.28% $312.9M 4,453,829 19.6 $32.9B Healthcare
18 Transunion TRU 2.19% $300.3M 4,111,364 28.9 $13.2B Industrials
19 Nxp Semiconductors Nv 0EDE.L 2.18% $299.3M 1,553,305 24.7 $49.9B Technology
20 Brown-Forman Corp BF-B 2.06% $282.7M 12,323,381 13.7 $11.0B Consumer Defensive
21 Nike Inc NKE 2.05% $281.3M 5,261,580 31.0 $78.3B Consumer Cyclical
22 Microsoft Corp MSFT 2.03% $278.1M 709,880 23.1 $2.8T Technology
23 Salesforce.Com Inc CRM 1.96% $269.2M 1,385,185 22.8 $170.5B Technology
24 Broadridge Financial Solutions Inc BR 1.90% $260.7M 1,490,192 17.9 $19.1B Technology
25 Adobe Inc ADBE 1.84% $252.3M 1,025,455 13.5 $97.4B Technology
26 Entegris Inc ENTG 1.79% $245.3M 2,122,181 79.4 $18.7B Technology
27 Tyler Technologies Inc TYL 1.77% $242.2M 704,155 45.2 $14.2B Technology
28 Merck & Co Inc MRK 1.74% $239.1M 2,088,399 16.3 $295.1B Healthcare
29 Northrop Grumman Corp NOC 1.71% $235.0M 324,256 23.6 $98.1B Industrials
30 Motorola Inc MSI 1.65% $226.0M 483,673 34.8 $75.1B Technology
31 Amgen Inc AMGN 1.64% $224.4M 638,448 24.7 $190.8B Healthcare
32 Hershey Co/The HSY 1.54% $211.3M 993,513 50.0 $44.0B Consumer Defensive
33 Deere & Co DE 1.53% $210.4M 368,490 32.5 $156.1B Industrials
34 Workday Inc WDAY 1.50% $206.4M 1,560,498 47.9 $33.7B Technology
35 Pepsico Inc PEP 1.38% $189.4M 1,233,255 25.2 $207.5B Consumer Defensive
36 Us Bancorp USB 1.34% $183.2M 3,570,564 10.7 $80.6B Financial Services
37 Zoetis Inc ZTS 1.30% $178.4M 1,519,962 19.1 $51.4B Healthcare
38 Jack Henry & Associates Inc JKHY 1.30% $177.7M 1,076,026 22.5 $11.4B Technology
39 Nvidia Corp NVDA 1.27% $174.6M 968,037 36.2 $4.3T Technology
40 Chipotle Mexican Grill Inc CMG 1.27% $174.4M 5,343,410 27.8 $43.0B Consumer Cyclical
41 Charles Schwab Corp/The SCHW 1.26% $173.0M 1,855,142 19.0 $168.8B Financial Services
42 Masco Corp MAS 1.26% $172.3M 2,875,100 15.7 $12.5B Industrials
43 West Pharmaceutical Services Inc WST 1.25% $171.3M 716,594 36.2 $17.8B Healthcare
44 Thermo Fisher Scientific Inc TMO 1.22% $167.3M 360,020 27.5 $182.3B Healthcare
45 Meta Platforms Inc META 1.21% $165.9M 269,423 24.8 $1.5T Communication Services
46 Walt Disney Co/The DIS 1.21% $165.9M 1,668,514 14.0 $170.2B Communication Services
47 Marketaxess Holdings Inc MKTX 1.20% $164.7M 943,228 24.8 $6.2B Financial Services
48 Amazon.Com Inc AMZN 1.14% $156.8M 747,189 29.2 $2.3T Consumer Cyclical
49 Equifax Inc EFX 1.14% $157.0M 854,129 31.7 $21.1B Industrials
50 Agilent Technologies Inc A 1.13% $154.9M 1,388,927 24.8 $32.0B Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms