How look-through works
Different funds. Some of the same companies.
Two popular index funds look different on a platform. Look inside, and many of their largest holdings are the same companies.
Look-through
See what sits underneath.
Ownsight adds up the companies inside every fund you hold, weighted by how much you own, then groups them by region and sector, so concentration shows up before it surprises you.
Example portfolio, demo data
- Apple12.2%
Apple · Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Nvidia11.0%
Nvidia · Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Microsoft3.9%
Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Alphabet (Google)3.3%
Vanguard S&P 500 · Vanguard FTSE All-World · Invesco EQQQ NASDAQ-100
- Amazon2.5%
Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Broadcom1.9%
Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Meta Platforms1.7%
Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
- Tesla1.2%
Vanguard S&P 500 · Invesco EQQQ NASDAQ-100 · Vanguard FTSE All-World
Share of holdings two funds have in common
| Vanguard S&P 500 | Vanguard FTSE All-World | Invesco EQQQ NASDAQ-100 | iShares Core FTSE 100 | |
|---|---|---|---|---|
| Vanguard S&P 500 | — | 25% | 37% | 0% |
| Vanguard FTSE All-World | 25% | — | 23% | 0% |
| Invesco EQQQ NASDAQ-100 | 37% | 23% | — | 0% |
| iShares Core FTSE 100 | 0% | 0% | 0% | — |
Read across a row: the higher the number, the more those two funds hold the same companies.
Overlap
Find the overlap.
Owning several funds isn't the same as owning several different things. The overlap grid shows how much each pair of funds holds in common, and which companies you own more than once.
Context
Put the numbers in context.
What your funds charge in pounds, what they pay out, how a portfolio like yours has risen and fallen in the past, how it compares with a broad index, and what changes if you try a different mix.
Fund charges a year
£28
about £281 over 10 years at today's size
Where the companies are
- North America79%
- UK13%
- Emerging markets3%
- Europe (ex-UK)3%
In the full check: past ups and downs, a broad-index comparison and what-if.
Three steps, a few minutes.
- 1
Add your holdings
Type them in, searching by name, ticker or ISIN, or upload the CSV your platform exports. No broker or bank connection, ever.
- 2
Review the analysis
Check how each holding was recognised, fix anything we couldn't match, then see the breakdown.
- 3
Explore and save
Move between holdings, regions, overlap, costs and risk. Sign in only if you want to save it and come back.
Example portfolio with demo data: Vanguard S&P 500, Vanguard FTSE All-World, Invesco EQQQ NASDAQ-100, iShares Core FTSE 100 and a few single shares. Demo data: fund holdings in this preview are approximate, illustrative figures assembled by hand, and the price history is from a free source for demonstration only. Neither must be relied on.