Nexus Finance
SEMR.MI State Street Emerging Markets Screened Enhanced Equity Fund - UCITS ETF | LU3121015211

Holdings & Portfolio Structure

Detailed breakdown of ETF components

ETF Concentration (Cumulative Weight)

Sector Distribution

Technology 43.60%
Financial Services 18.40%
Consumer Cyclical 8.07%
Industrials 6.01%
Basic Materials 5.33%
Communication Services 4.92%
Energy 3.19%
Healthcare 2.97%
Unknown 2.42%
Consumer Defensive 2.22%
Utilities 1.77%
Real Estate 1.10%

Industry Distribution

Semiconductors 24.39%
Banks - Regional 11.74%
Consumer Electronics 9.21%
Electronic Components 4.97%
Internet Retail 3.23%
Telecom Services 2.54%
Unknown 2.42%
Insurance - Life 2.33%
Auto Manufacturers 2.17%
Banks - Diversified 2.09%
Internet Content & Information 1.89%
Oil & Gas Refining & Marketing 1.49%
Oil & Gas Integrated 1.49%
Other Industrial Metals & Mining 1.38%
Computer Hardware 1.32%
Gold 1.25%
Electrical Equipment & Parts 1.20%
Biotechnology 1.07%
Information Technology Services 1.05%
Drug Manufacturers - Specialty & Generic 0.98%
Utilities - Regulated Electric 0.92%
Real Estate - Development 0.79%
Conglomerates 0.78%
Communication Equipment 0.78%
Semiconductor Equipment & Materials 0.78%
Aerospace & Defense 0.75%
Steel 0.72%
Marine Shipping 0.70%
Aluminum 0.67%
Household & Personal Products 0.65%
Packaged Foods 0.62%
Auto Parts 0.61%
Credit Services 0.54%
Airlines 0.53%
Furnishings, Fixtures & Appliances 0.49%
Specialty Industrial Machinery 0.45%
Financial Conglomerates 0.45%
Agricultural Inputs 0.44%
Medical Care Facilities 0.44%
Solar 0.43%
Capital Markets 0.42%
Farm & Heavy Construction Machinery 0.42%
Specialty Chemicals 0.38%
Beverages - Brewers 0.37%
Integrated Freight & Logistics 0.36%
Diagnostics & Research 0.35%
Software - Application 0.34%
Insurance - Property & Casualty 0.31%
Lodging 0.29%
Leisure 0.28%
Engineering & Construction 0.27%
Financial Data & Stock Exchanges 0.27%
Utilities - Independent Power Producers 0.26%
Building Materials 0.25%
Grocery Stores 0.25%
Electronic Gaming & Multimedia 0.23%
Utilities - Renewable 0.23%
Travel Services 0.23%
Specialty Retail 0.22%
Department Stores 0.20%
Software - Infrastructure 0.20%
REIT - Diversified 0.19%
Utilities - Regulated Gas 0.19%
Beverages - Non-Alcoholic 0.18%
Asset Management 0.18%
Oil & Gas E&P 0.18%
Utilities - Regulated Water 0.17%
Rental & Leasing Services 0.17%
Broadcasting 0.14%
Infrastructure Operations 0.13%
Scientific & Technical Instruments 0.13%
Railroads 0.12%
Apparel Manufacturing 0.11%
Copper 0.11%
Other Precious Metals & Mining 0.11%
Advertising Agencies 0.10%
Insurance - Diversified 0.08%
Luxury Goods 0.08%
Waste Management 0.07%
Farm Products 0.07%
Pollution & Treatment Controls 0.07%
Real Estate - Diversified 0.06%
Auto & Truck Dealerships 0.05%
Education & Training Services 0.05%
Restaurants 0.05%
Resorts & Casinos 0.04%
Drug Manufacturers - General 0.04%
Health Information Services 0.03%
Medical Distribution 0.03%
REIT - Retail 0.03%
Pharmaceutical Retailers 0.03%
Real Estate Services 0.03%
Discount Stores 0.03%
Publishing 0.02%
Chemicals 0.02%
Oil & Gas Drilling 0.02%
Oil & Gas Equipment & Services 0.02%
Packaging & Containers 0.01%
Oil & Gas Midstream 0.01%
Textile Manufacturing 0.01%
Staffing & Employment Services 0.00%

Geographic Distribution

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All Holdings

Ticker
Name
Sector
Industry
Market Cap
Weight
P/E
Fwd P/E
Revenue Estimate
EPS Estimate
2330.TWTAIWAN SEMICONDUCTOR MANUFACTURTechnologySemiconductors1,66 Bio. €9.53%31.9517.22
CY +41.86%
CQ +46.15%
NY +32.14%
NQ +9.26%
CY +60.98%
CQ +60.26%
NY +27.97%
NQ +9.12%
005930.KSSamsungElecTechnologyConsumer Electronics986,46 Mrd. €7.39%-3.82
CY +119.07%
CQ +131.38%
NY +28.68%
NQ +22.16%
CY +622.07%
CQ +1396.94%
NY +36.80%
NQ +29.13%
000660.KSSK hynixTechnologySemiconductors751,8 Mrd. €6.90%-3.90
CY +268.85%
CQ +278.38%
NY +49.02%
NQ +24.62%
CY +427.11%
CQ +641.49%
NY +41.77%
NQ +25.94%
9988.HKBABA-WConsumer CyclicalInternet Retail236,51 Mrd. €2.11%17.2713.76
CY +9.87%
CQ +8.29%
NY +11.90%
NQ +0.65%
CY +73.87%
CQ -19.28%
NY +37.24%
NQ -14.07%
2454.TWMEDIATEK INCTechnologySemiconductors162,65 Mrd. €1.79%56.9228.98
CY +8.98%
CQ -2.45%
NY +62.70%
NQ +2.53%
CY +0.81%
CQ -19.26%
NY +99.86%
NQ +5.03%
2308.TWDELTA ELECTRONICTechnologyElectronic Components126 Mrd. €1.09%65.7927.06
CY +38.87%
CQ +48.35%
NY +40.53%
NQ +13.54%
CY +75.89%
CQ +79.34%
NY +62.49%
NQ +15.79%
2317.TWHON HAI PRECISION INDUSTRYTechnologyElectronic Components96,07 Mrd. €0.98%18.8311.73
CY +28.42%
CQ +34.72%
NY +23.06%
NQ +14.39%
CY +31.12%
CQ +27.74%
NY +22.56%
NQ +18.06%
3711.TWASE TECHNOLOGY HOLDING CO LTDTechnologySemiconductors73,09 Mrd. €0.90%60.2223.96
CY +22.81%
CQ +25.43%
NY +21.14%
NQ +10.88%
CY +93.19%
CQ +126.60%
NY +48.97%
NQ +24.34%
2303.TWUNITED MICRO ELECTRONICSTechnologySemiconductors43,64 Mrd. €0.85%32.4921.35
CY +15.38%
CQ +13.50%
NY +19.28%
NQ +7.56%
CY +42.27%
CQ +54.41%
NY +26.16%
NQ +8.15%
005935.KSSamsungElec(1P)TechnologyConsumer Electronics703,59 Mrd. €0.80%-2.86
CY +119.07%
CQ +131.38%
NY +28.68%
NQ +22.16%
CY +570.92%
CQ +1310.67%
NY +39.51%
NQ +24.09%
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