We track the U.S. companies behind each investor's portfolio

Companies tracked

636

For the 14 stocks in the sample portfolio

  • Holdings14
  • ETF holdings+560
  • Peers+62

23.2

Average analysts per stock

Coverage

  • 277,820Filings from 4,373 U.S.-listed companies
  • 252,860News articles from 5,662 outlets
  • 5,945 tickersDaily prices for U.S.-listed stocks and ETFs since 1998
  • Economic data and Fed releasesTimestamped at release

Data standards

  1. ExampleP&L = market factor + industry factor + stock-specific factor · 14 stocks in the sample portfolio

  2. Example10-yr real yield 2.78% · top 0.7% of 5,951 past trading days

  3. ExampleVOO holdings, applied from the filing date

  4. ExampleSee how they were chosen

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