ETF holdings

ETF holdings ...

P. Freeman on

Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great research venue.

Does anyone have a link to find not just the top 10 - 25, but all holdings?

Thanking you in advance ...

Carole Schmieder on

This would be a fabulous list to have access to!

Does anyone out there know where to find it?

Thanks!

On Tue, Nov 16, 2021 at 4:00 PM P. Freeman via bivio.com <user*31166800001@bivio.com> wrote:

Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great research venue.

Does anyone have a link to find not just the top 10 - 25, but all holdings?

Thanking you in advance ...

Robert Shaw on

I have a premium subscription and they appear to have reduced the number of holding displayed to the top 100.

On Nov 16, 2021, at 6:54 PM, P. Freeman via bivio.com <user*31166800001@bivio.com> wrote:

Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great research venue.

Does anyone have a link to find not just the top 10 - 25, but all holdings?

Thanking you in advance ...

ira smilovitz on

Every fund and ETF must list all their holdings quarterly. You can find the information on the fund/ETF homepage. I would imagine that access to a Bloomberg or FactSet terminal might make search and retrieval simple. For mere mortals, it will take more effort.

Ira Smilovitz.

On Tue, Nov 16, 2021 at 7:32 PM Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote:

I have a premium subscription and they appear to have reduced the number of holding displayed to the top 100.

On Nov 16, 2021, at 6:54 PM, P. Freeman via bivio.com <user*31166800001@bivio.com> wrote:

Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great research venue.

Does anyone have a link to find not just the top 10 - 25, but all holdings?

Thanking you in advance ...

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