This model portfolio was created by combining the holdings of funds with similar investing strategies and identifying the stocks
that are the most widely held amongst the funds. In mathematical terms, this is union of the set of stocks held by each fund except that we add an additional attibute to each stock which
is the count of funds that hold it. We also provide some additional attributes such as the change in the most recent quarter.
We find that this is a useful way of identifying investment ideas, as it leverages the "wisdom of the crowds" where "crowds" is the
investment research teams at the funds.
For best results, we recommend prioritizing stocks that are being accumulated by fund, rather than the stocks that are most widely held, as this is more
likely to provide an early entry into a stock that is becoming popular.
This table shows a list of securities, sorted by institutional popularity.
To create this list, we examine the most recent quarter's fund filings.
From these filings, we count how many institutions hold each security, how many institutions held the
security in the prior quarter, and display the difference.
This combined portfolio is comprised of holdings from the following funds: