Portfolio Holdings Summary

The portfolio holding summary endpoint provides a summary of portfolio holdings, including the top holdings, sector allocation, and industry allocation. This information is useful for investors who need to get a quick overview of the investment portfolio of a particular institutional investor or to compare the investment portfolios of multiple institutional investors.

For example, investors may want to use the portfolio holding summary data to see the top holdings of a particular institutional investor or to compare the sector and industry allocation of two institutional investors.

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