Q1 2019 Institutional Stock Ownership Report

About the Report

Portfolio holdings data provides insight into managers’ sentiment toward individual securities and sectors. Comparing positions and exposures at the universe level provides both investors and managers a better understanding of how their investments differ from their peers, to what degree they differ and in what ways their portfolios have changed over time.

Report Highlights:

  • U.S. large cap managers increase weighting to producer durables
  • Pan-Europe all cap managers are underweight in the health care space compared to the MSCI Europe through Q1 2019
  • Emerging markets managers eschew tech sector

Please note: eVestment clients receive full reports automatically. Contact your Client Success Manager for more information.

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