TOPT — iShares Trust - iShares Top 20 U.S. Stocks ETF 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 55.36%, top 10 76.06%, top 20 99.99%. The largest names are NVDA (NVIDIA Corporation) 16.93%, AAPL (Apple Inc.) 13.94%, GOOGL (Alphabet Inc.) 13.57%, MSFT (Microsoft Corporation) 5.74%, and AMZN (Amazon.com, Inc.) 5.18%, and the largest sector exposures are Information Technology 45.43%, Communication Services 18.97%, and Financials 11.66%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The strongest recent period was 2026-03-31 (11.54% strategy return, 9.42% benchmark, 2.12% excess, 17.86% turnover), while the weakest was 2025-12-31 (-1.47% strategy return, 1.47% benchmark, -2.94% excess, 9.12% turnover). Those periods should be read alongside baseline metrics of return 25.14%, alpha 2.87%, beta 1.10, Sharpe 1.20, Sortino 1.65, and max drawdown -21.61% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed ETF or index-like fund. It is led by NVDA (NVIDIA Corporation) 16.93%, AAPL (Apple Inc.) 13.94%, and GOOGL (Alphabet Inc.) 13.57%, with sector exposure of Information Technology 45.43%, Communication Services 18.97%, and Financials 11.66%. The baseline metrics show return 25.14%, alpha 2.87%, beta 1.10, Sharpe 1.20, Sortino 1.65, and max drawdown -21.61%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.