What a TOOL

Mar 06, 2008 1 Replies

Newbie here, looking to find out if a tool is out there that will let me find a mutual fund based on a percentage of holdings from a certain company or trust? I have found many that give a result from age, sector, and path but not holdings percentage. Thank you in advance any help would be greatly appreciated.


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I'm not certain I'm interpreting your question correctly, but here goes -

Morningstar's got a tool where if you go to their page about a given publicly traded stock, you can click on "Insider Trading" and the page presented then has tabs including one listing "concentrated fund owners". This displays which mutual funds have the highest concentration of that security in their portfolios.

There's a separate tab which shows "top fund owners" which is a list of the funds which own the biggest pieces of the company itself.

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