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Quarterly Sector Holders Report: Q4 2014

S&P Capital IQ’s Quarterly Sector Holders Report identifies institutional and mutual fund investors that hold a substantial portion of their portfolio in each of ten sectors, such as Information Technology, Healthcare, and Energy, as well as providing an overview of investor ownership trends.

Highlights include:

  • Overall, total global equity assets shrank by 0.35% quarter-over-quarter, compared to a decrease of 0.68% in the previous quarter.
  • Total equity asset allocation decreased the most in Energy, whereas Consumer Discretionary and Healthcare saw strong increases, closely following sector performance for the quarter.
  • Despite strong performance for the sector over the course of the quarter, Utilities saw a slight drop in allocation, breaking from the trend in other sectors.

Click here to read the full report.

S&P Capital IQ Quarterly Sector Holders Report Q1 2015