Saturday, January 1, 2011

Assets in Top 10 Holdings

The 'assets in top 10 holdings' refers to the proportion of a fund's portfolio that is invested in its 10 largest holdings by value. This information is usually reported in quarterly client reports, or may be available from the fund manager on request. It is one way of seeing how concentrated the fund is, and how much conviction it has in its top holdings, as well as how much exposure the fund has.

Synonyms: Top 10 holdings, Exposure, Diversification, Concentration

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