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Top Holdings

After allocations is the Top holdings section, displaying the 6 largest holdings of the selected portfolio by market value as-of the selected date.

For each holding the list displays:

  • The name and ISIN of the investment,
  • Its share of the portfolio,
  • Its price (in the security of the investment),
  • Its market value (in the selected currency and in the currency of the investment),
  • The performance since acquisition of the investment

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