What Is a Holders Industry Breakdown?
A holders industry breakdown reveals how an institutional investor distributes their portfolio across different industries. By analyzing 13F filings submitted to the SEC, investors can see the exact percentage of capital allocated to sectors like technology, banking, healthcare, and energy. This data is essential for understanding the investment thesis and risk appetite of major funds such as Berkshire Hathaway, BlackRock, and Vanguard. Our free institutional ownership industry breakdown tool makes this analysis effortless.
How to Use This Holders Industry Breakdown Tool
- 1
Enter a CIK Number
Type the SEC CIK number of the institutional investor you want to analyze (e.g., 0001067983 for Berkshire Hathaway).
- 2
Select a Filing Quarter
Choose the year and quarter to view the industry allocation for that specific reporting period.
- 3
Analyze Weight and Performance
Review the portfolio weight for each industry, track quarter-over-quarter changes, and evaluate performance metrics to understand where the fund is gaining or losing.
- 4
Export Data for Further Analysis
Use the Export CSV button to download the full industry breakdown for use in spreadsheets or your own research tools.
Key Metrics Explained
Portfolio Weight
The percentage of the total portfolio value allocated to a specific industry. A higher weight indicates greater conviction in that sector.
Weight Change
The difference in portfolio weight compared to the previous quarter. Positive changes indicate the fund is increasing its allocation to that industry.
Performance
The dollar-value gain or loss from holdings in a specific industry during the quarter. This shows the absolute profit or loss contribution.
Performance Percentage
The percentage return on the industry allocation. This normalizes performance across industries of different sizes for easier comparison.
Why Track Institutional Industry Allocation?
Sector Rotation Signals
Detect when major institutions are rotating capital between industries, signaling potential sector trends before they become obvious.
Concentration Risk
Understand how concentrated a fund is in specific industries. High concentration may indicate strong conviction or elevated risk.
Free Professional Data
Access institutional-grade industry allocation data completely free. No subscription required for SEC 13F filing analysis.