TAXM ETF

TAXM ETF
$48.33
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Financials is TAXM's largest sector at 33.1% of the fund as of Aug 31, 2026. TAXM is BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents.

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Sector Concentration AnalysisPRO

Top 3 Sectors
PRO
of total portfolio
Concentration Level
PRO
concentration risk
Largest Sector
PRO
PRO

Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

TAXM ETF Sector Allocation

TAXM sector allocation breaks down across Financials (29.4%), Utilities (7.0%), Industrials (1.4%), Health Care (0.3%), Consumer Discretionary (0.2%). Across 160 holdings, this breakdown reveals the ETF's investment focus and diversification.

TAXM sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

TAXM by country shows geographic exposure. TAXM overlap reveals how sector exposure compares with other funds.

TAXM ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

41.5%

of total portfolio

Concentration Level

Low

concentration risk

Largest Sector

33.1%

Financials

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Sector Breakdown

  • 1Financials
    33.09%
  • 2Utilities
    7.02%
  • 3Industrials
    1.40%
  • 4Health Care
    0.29%
  • 5Consumer Discretionary
    0.16%

Industry Breakdown (Top 15)

Specialized Finance
16.5%
23 holdings
Thrifts & Mortgage Finance
10.0%
12 holdings
Regional Banks
3.4%
3 holdings
Independent Power Producers & Energy Traders
3.4%
6 holdings
Gas Utilities
1.8%
7 holdings
Multi-Utilities
1.6%
2 holdings
Multi-Sector Holdings
1.5%
2 holdings
Construction & Engineering
1.4%
2 holdings
Diversified Banks
1.2%
6 holdings
Electric Utilities
0.3%
1 holding
Health Care Services
0.3%
2 holdings
Asset Management & Custody Banks
0.2%
2 holdings
Consumer Finance
0.2%
2 holdings
Leisure Facilities
0.1%
1 holding
Mortgage REITs
0.1%
1 holding