Top Holdings

Top 5 holdings by market value

Chelsea Flood avatar
Written by Chelsea Flood
Updated over a week ago

This insight gives an overview of your Top 5 holdings by market value as of the last business day. You can quickly review the percentage of your AUM invested in each holding and the current value of those holdings. This enables you to determine your clients' risk exposure.

Tip: If you want to do a more in depth review of one of your top holdings, you can use Security Ownership to pull all clients who own that specific holding. ย 

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