Top Holdings Of Dividend ETFs (Part 2c: The Top Sensitive Sector Stocks)

Sep. 16, 2021 9:15 AM ET, , , , , , , , , 33 Comments
FerdiS
27.71K Followers

Summary

  • In Part 1 of this article, I presented the top 50 holdings of 50 dividend-paying ETFs, ranked by using a proportional scoring system that favors larger investments and larger ETFs.
  • In Part 2a, I showcased the top Defensive Sector stocks. The article presented the seven top-ranked stocks in each of the Consumer Staples, Health Care, and Utilities sectors.
  • In Part 2b, I repeated the exercise for the Cyclical Sectors: Consumer Discretionary, Financials, Materials, and Real Estate.
  • Part 2c covers the Sensitive Sectors: Communication Services, Energy, Industrials, and Information Technology.
  • Along with key metrics and fair value estimates, I include charts from Portfolio Insight for stocks I consider good candidates for further analysis and possible investment.
ETF exchange traded fund investment concept. Piggy bank and growth of amount of coins and ETF text.
Bet_Noire/iStock via Getty Images

Because the top holdings of Dividend ETFs are not distributed evenly among the eleven GICS sectors, I decided to delve a little deeper and reveal the seven top-ranked stocks in each of the 11 GICS sectors.

dividend growth investing

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This article was written by

27.71K Followers
FerdiS invests in dividend growth stocks and writes options to boost dividend income. He manages DivGro, a portfolio of mainly dividend growth stocks created in January 2013. He tracks his portfolio at DivGro-2-0.com. With investment and trading experience spanning more than 20 years, FerdiS enjoys writing articles about dividend growth investing, options trading, stock selection, portfolio management, and passive income generation. FerdiS collaborates with the founders of Portfolio Insight, an online platform for portfolio management and investment analysis. We maintain and publish Dividend Radar, a weekly free spreadsheet of dividend growth stocks.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AAPL, AVGO, CMCSA, CSCO, CVX, GD, HON, IBM, INTC, LMT, MMM, MSFT, TXN, UPS, VLO, VZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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