Index Performance
-6.73%
RITHOLTZ
Overview
Description
Barry Ritholtz is known for his pragmatic approach to stock selection, focusing on companies with strong financials, competitive positions, and long-term growth potential. Potential subcategories within this theme could include technology and healthcare companies, as well as those that have demonstrated resilience in the face of economic uncertainty. This index was generated with help from Thematic Assist.
- TickerRITHOLTZ
- Inception Date05/05/2023
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of May 13, 2025
CSV download
| Mastercard, Inc. (MA) | 10.75% | $525.10B | 14.08% | 96.20% | 17.60 |
| Amazon.com, Inc. (AMZN) | 10.75% | $2.21T | 8.62% | 50.55% | 3.24 |
| Royal Bank of Canada (RY) | 10.60% | $170.64B | 7.45% | N/A | 3.79 |
| Visa, Inc. (V) | 10.58% | $690.05B | 9.33% | 77.21% | 18.50 |
| Salesforce, Inc. (CRM) | 10.29% | $277.12B | 8.72% | 69.29% | 8.73 |
| PayPal Holdings, Inc. (PYPL) | 10.27% | $70.32B | 0.19% | 42.33% | 2.12 |
| Apple, Inc. (AAPL) | 9.73% | $3.15T | 5.08% | 47.05% | 8.32 |
| Alphabet, Inc. (GOOGL) | 9.70% | $1.93T | 11.81% | 59.59% | 5.10 |
| Johnson & Johnson (JNJ) | 9.05% | $371.45B | 2.39% | 66.84% | 4.59 |
| Thermo Fisher Scientific, Inc. (TMO) | 8.27% | $163.30B | 0.18% | 40.96% | 5.08 |
Market data by FactSet