Use the “Get strategy holdings” tool

What it is: The Get strategy holdings tool is a tool that returns the stocks and their weightings within a particular investment strategy.

What it’s for: Use it to see what a strategy is currently holding and the relative emphasis placed on each stock.

Example:"What stocks are in my growth strategy and how are they weighted?"

Key features:

• Lists stocks and their percentage allocations within a strategy

• Requires strategy metadata input

• Helps assess strategy composition and focus areas