Strategy 8 of 8
The sector map: where concentrated managers put their money
What weight each sector has in concentrated managers' portfolios, which gained or lost weight, and which stocks in the sector hold the largest positions.
No account10 min
Step by step
- Go to Sectors: the average weight of each sector in concentrated managers' 13F portfolios and its change in points from the previous quarter. Download CSV saves it for your spreadsheet.
- Open a sector: the history of its weight quarter by quarter, Largest positions, Held by the most managers and the stocks most managers added.
- For a custom list within the sector, go to Ideas → Custom filter, pick the sector and add minimums for managers, margins, growth or debt.
- Open the pages that remain and follow the stock checklist.
With a free account, one step further
- In Portfolios → Summary → By sector you see how your portfolio is spread, to compare it.
What to look for and how to read it
- It is an average of weights in which every manager counts the same, not a share of total money: a sector can weigh little in dollars and still appear in many portfolios.
- A jump “from 0 to many” among the stocks most managers added is usually an IPO; the page points this out.
Limits and caveats
- The sector comes from the SIC code the company reports, mapped to a list of sectors with a table published in the methodology plus manual fixes; a small share has no sector.
- It is a snapshot of a closed quarter, filed up to 45 days later.
Everything comes from public SEC filings. A 13F is filed up to 45 days after the quarter ends: these are not real-time positions. It is for research, not investment advice. How to read a 13F.