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Morningstar Data
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Portfolio Data License
The Portfolio Data License provides access to the timeliest portfolio data. Morningstar analysts calculate proprietary statistics from raw holdings data, which is directly obtained from investment companies and their custodians. This license allows institutions to help investors and advisers not only screen for good investments but also provide the critical information to help them assemble better portfolios.
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Data universes available
Investment funds (unit trusts and OEICs)
Applications
Competitive analysis
Peer analysis
Investment style monitoring
Product positioning
Websites and software tools
Shareholder statements
Additional licenses available
The Portfolio Full Holdings license contains the most recent set of full portfolio holdings for funds in the Morningstar database.
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