Q4 2018 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 bullish Netflix, underweight media
  • Entertainment and diversified media firms were the most underweight positions through the end of the year
  • U.S. large cap managers reduce relative weighting to tech from year prior
  • Core and value managers’ tech exposures, relative to their Russell benchmarks, declined by -51 bps and -117 bps, respectively Y/Y

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