Morningstar
Monthly Report Spotlight: Morningstar Portfolio X-Ray - Stock Sectors
 
The Top 10 Underlying Holdings section displays the aggregate assets, expressed as a percentage, of the portfolio's top 10 underlying holdings. It also includes the overall percentage weight, investment type, sector classification, and country of origin.
How to Use It
This information provides insight into the degree to which a portfolio is diversified by indicating the portfolio's level of concentration. By identifying the portfolio's most heavily weighted securities, you'll also be better equipped to understand the main drivers behind the portfolio's composition. This information is helpful when making adjustments to a portfolio's asset allocation.
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