Ups And Downs Of Market Cap-Weighted ETFs. (XLF, KRE, KWT, KOL, EWP)

Bloomberg ETF analyst Eric Balchunas examines the ups and downs of market cap-weighted ETFs. He speaks with Alix Steel on Bloomberg Television’s “Street Smart.” Eric also notes his three most terrifying ETFs to be in right now.


See the full Bloomberg segment below:

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Financial Select Sector SPDR (NYSEARCA:XLF)

The Financial Select Sector SPDR invests in a wide array of financial service firms with diversified business lines ranging from investment management to commercial and investment banking. As of 03/31/12, there are 81 companies in the Financial Select Sector SPDR.

Top 10 Holdings:

  • Wells Fargo: 9.47%
  • JP Morgan Chase: 9.23%
  • Berkshire Hathaway: 7.50%
  • Citigroup: 5.63%
  • Bank of America: 5.40%
  • Goldman Sachs: 3.24%
  • US Bancorp: 3.18%
  • American Express: 3.09%
  • Simon Property: 2.35%
  • Metlife: 2.08%

SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

The SPDR® S&P® Regional Banking ETF, before expenses, seeks to closely match the returns and characteristics of the S&P® Regional Banks Select Industry Index(ticker: SPSIRBK).

Top 10 Holdings:

  • Bancorpsouth Inc: 1.91%
  • Suntrust Bks Inc: 1.87%
  • Susquehanna Bancshares Inc: 1.87%
  • Texas Capital Bancshares In: 1.87%
  • East West Bancorp Inc: 1.86%
  • Webster Finl Corp Conn: 1.86%
  • First Horizon Natl Corp: 1.85%
  • Synovus Finl Corp: 1.84%
  • Cvb Finl Corp: 1.83%

Market Vectors Solar Energy ETF (NYSEARCA:KWT)

The Market Vectors® Solar Energy ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ardour Solar Energy IndexSM (SOLRXT), a rules-based, modified global-capitalization-weighted, float-adjusted index intended to give investors a means of tracking the overall performance of a global universe of listed companies engaged in the solar energy industry.

Top 10 Holdings:

  • FIRST SOLAR INC: 11.12%
  • GT ADVANCED TECH: 7.73%
  • POWER-ONE INC: 6.84%
  • MEMC ELEC MATER: 6.62%
  • TRINA SOLAR-ADR: 5.13%
  • YINGLI GREEN-ADR: 4.91%
  • SUNTECH POWE-ADR: 4.88%
  • LDK SOLAR CO-ADR: 4.62%
  • JA SOLAR HOL-ADR:4.30%
  • GINTECH ENERGY: 4.25%

Market Vectors Coal ETF (NYSEARCA:KOL)

The Market Vectors®Coal ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Stowe Coal Index (TCOAL). TCOAL is a rules-based, modified-capitalization-weighted, float-adjusted index intended to give investors a means of tracking the overall performance of a global universe of listed companies engaged in the coal industry.

Top 10 Holdings:

  • CHINA SHENHUA -H: 9.49%
  • CONSOL ENERGY: 9.04%
  • PEABODY ENERGY: 7.65%
  • EXXARO RESOURCES: 7.30%
  • JOY GLOBAL INC: 7.14%
  • CHINA COAL ENE-H: 5.03%
  • ADARO ENERGY TBK: 5.00%
  • YANZHOU COAL-H: 4.90%
  • INDO TAMBANGRAYA: 4.34%
  • BUMI RESOURCES: 4.16%

iShares MSCI Spain Index (NYSEARCA:EWP)

The iShares MSCI Spain Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Spanish market, as measured by the MSCI Spain Index.

Top 10 Holdings:

  • BANCO SANTANDER SA: 19.99%
  • TELEFONICA SA: 18.80%
  • BANCO BILBAO VIZCAYA ARGENTA: 10.12%
  • INDITEX: 5.09% REPSOL SA: 4.92%
  • IBERDROLA SA: 4.43%
  • AMADEUS IT HOLDING SA-A SHS: 3.23%
  • ABERTIS INFRAESTRUCTURAS SA: 3.22%
  • RED ELECTRICA CORPORACION SA: 2.73%
  • FERROVIAL SA: 2.66%

 

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