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Top Holdings

Definition

A group of the largest volume of traded assets held by an investor.

By default 10 assets in are displayed in top 10 holdings but this number can be changed on customer´s request.

How to edit top holdings

Go to Portfolio Composition / Top Holdings. Insert either a holding name or its symbol (ticker) and then set its weight or return contribution values (optional).

There’s also an option to update the top holdings table from a file by uploading the allocation data. This option is only available for customers with a custom template.

Top Movers Up/Down & Top Positive/Negative Contributors

It’s also possible to highlight the largest contributors to performance or the biggest detractors from strategy return. Available only for customers with a custom template.

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