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Thursday, September 16, 2021

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

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. 

Rather than presenting all 77 stocks in a single article, I decided to organize the results by supersectorPart 2a covered the top Defensive Sector stocks and Part 2b the top Cyclical Sector stocks.

This article covering the top Sensitive Sector stocks: Communication Services, Energy, Industrials, and Information Technology. 

The article provides key metrics and fair value estimates for the top seven stocks in each of the Sensitive Sectors. I include charts from Portfolio Insight for a selection of these stocks, and particularly for ones I consider good candidates for further analysis and possible investment.

I'll conclude this article series in Part 3 by highlighting high-quality stocks not covered in Part 1 and Part 2. These hidden gems may be of interest to contrarian investors seeking investment opportunities outside the prevailing sentiment of the time.

To review the top Sensitive Sector stocks among the top holdings of Dividend ETFs,  please read this article at Seeking Alpha.


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