Morningstar

Holdings tab

Dive into the details of the Holdings tab, which can help you evaluate your portfolio.

The Holdings tab provides a detailed overview of all the investments within a given portfolio. Depending on the objective of your analysis, you may wish to use one of Morningstar's pre-populated views, such as Portfolio Summary or Gain/Loss. Each pre-populated view shifts the corresponding data points into one streamlined analysis.

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Alternatively, you can evaluate your holdings with a custom view, in which you can select the criteria that matters most to you. Learn how to make a custom view.

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With any view, you can organize the order in which you see information by updating your settings via Data & Columns. Learn more about Data & Columns.

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