micus22[at]gmail.com writes:

- quote -

I'm not certain I'm interpreting your question correctly, but
here goes -

Morningstar's got a tool where if you go to their page
about a given publicly traded stock, you can click on
"Insider Trading" and the page presented then has tabs
including one listing "concentrated fund owners". This
displays which mutual funds have the highest concentration
of that security in their portfolios.

There's a separate tab which shows "top fund owners" which
is a list of the funds which own the biggest pieces of
the company itself.



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Newbie here, looking to find out if a tool is out there that will let
me find a mutual fund based on a percentage of holdings from a certain
company or trust? I have found many that give a result from age,
sector, and path but not holdings percentage. Thank you in advance
any help would be greatly appreciated.

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guidelines include a request for brevity and another for trimming posts to
which we respond. For all of the other tips and suggestions, see "FROM THE
MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the
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