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MOAT is a rules-based US equity ETF that targets companies Morningstar believes have durable competitive advantages (“wide moats”) and are trading below Morningstar’s estimate of fair value. It holds a concentrated, equal-weighted basket (about 40 names, sometimes more) and refreshes the portfolio in a staggered way—one sleeve reconstitutes every six months, with the other sleeve updated three months later.
You own shares of about 40 US companies that Morningstar thinks are both high-quality businesses and currently “on sale” versus their calculated fair value. Instead of owning the whole market, you own a smaller, equal-weighted list that can look very different from the S&P 500.
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Showing the largest holdings by weight in MOAT
| Logo | Ticker | ETF Weight | Market Value | |
|---|---|---|---|---|
BF | BF-B Brown-Forman Corp | Brown-Forman Corp | 2.93% | $346.3M |
ST | STZ Constellation Brands Inc | Constellation Brands Inc | 2.91% | $343.9M |
BM | BMY Bristol-Myers Squibb Co | Bristol-Myers Squibb Co | 2.79% | $328.6M |
MD | MDLZ Mondelez International Inc | Mondelez International Inc | 2.75% | $324.6M |
CL | CLX Clorox Co/The | Clorox Co/The | 2.66% | $313.4M |
AB | ABNB Airbnb Inc | Airbnb Inc | 2.64% | $311.7M |
KV | KVUE Kenvue Inc | Kenvue Inc | 2.64% | $311.2M |
ZB | ZBH Zimmer Biomet Holdings Inc | Zimmer Biomet Holdings Inc | 2.63% | $310.7M |
MA | MAS Masco Corp | Masco Corp | 2.61% | $308.2M |
ZT | ZTS Zoetis Inc | Zoetis Inc | 2.61% | $307.5M |
Breakdown of MOAT by sector weightings (%)
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Top countries by weight (%)
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