BKWO – BNY Mellon Women's Opportunities ETF – ETF Stock Quote | Morningstar

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Will BKWO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BKWO’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BKWO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BKWO’s parent organization’s priorities and whether they’re in line with investors’ interests.

BNY Mellon Women's Opportunities ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 45.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Microsoft Corp	8.21	1.1 Mil	Technology
NVIDIA Corp	7.78	1.0 Mil	Technology
Amazon.com Inc	5.68	763,980	Consumer Cyclical
Apple Inc	5.07	681,504	Technology
JPMorgan Chase & Co	3.77	506,250	Financial Services
Meta Platforms Inc Class A	3.44	462,402	Communication Services
AbbVie Inc	3.15	423,637	Healthcare
Eli Lilly and Co	2.93	393,608	Healthcare
Uber Technologies Inc	2.90	390,295	Technology
Mastercard Inc Class A	2.82	378,939	Financial Services

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