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Holdings overlap analysis (X-ray template for Excel)
Under Consideration
pull in one portfolio or multiple portfolios and calculate total portfolio security exposure to individual securities. Granted, we only capture the top 25, but this should still capture most holdings especially those with large overall weights in a portfolio.
I like this idea
Requested by Dave Pullman at Columbia Threadneedle - $2,400
This comes up a lot from wholesalers
Requested by Dave Pullman at Columbia Threadneedle - $2,400
This comes up a lot from wholesalers
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