Holdings

View the value and performance of your portfolio holdings by asset class.

To do so, please click the Holdings tab across the top of the PortfolioAnalyst screen.

• To change the time period covered, toggle between preset options or enter a custom date range.

• To change the performance measure, toggle between MWR (Money Weighted Return) or TWR (Time Weighted Return)

Asset classes include:

• Cash

• Commodities

• Equities

• Fixed Income

• Liabilities

• Real Estate

• Other