Ten largest holdings

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Ten largest holdings

The percentage of a portfolio's total net assets or equity holdings in its ten largest securities positions. As this percentage rises, a portfolio's returns are likely to be more volatile because they are more dependent on the fortunes of fewer companies.

Ten Largest Holdings

The percentages of a portfolio's total holdings that come from its 10 largest investments. That is, a portfolio's 10 largest holdings are simply the 10 investments that have the highest degree of representation. The smaller the 10 largest holding are, the more diversified the portfolio is.
References in periodicals archive ?
"The target index covers more than 3,800 stocks, and its 10 largest holdings account for only 9% of assets."
In early 2019, for example, this ETF's 10 largest holdings made up 73.3% of its total assets.
* The 10 largest holdings of this fund (including Apple, ExxonMobil, Google, and Microsoft) make up more than 18% of the fund's assets, even though they are only 2% of the approximately 500 companies in the index.
Domini's 10 largest holdings in the 400 index include a who's who of the tech sector: Microsoft Corp.