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DATA ANALYTICS AND VISUALIZATION
Fund Look Through
Fund Look Through
Last Updated:
January 24, 2023
![](https://cdn.prod.website-files.com/5fd0d3a18dd35f7763578246/5fe1ce0f0a4b57a3332c34a0_5fd847eea4a2f94f1ccc0154_pexels-maxime-francis-2246476-min.jpg)
Overview
Canopy's Fund Look Through on Analytics provides Users the ability to view their portfolio exposures on a granular level, by combining Morningstar Fund breakdown information across the following:
- Asset Class
- Sector
- Country
Types of analyses
Users can view their overall exposures according to User specified filters such as:
- Canopy Asset Class
- Custodian
- Account Display Name
- Security/Ticker
In addition, Users can choose to view these breakdowns according to:
- Absolute Market Value
- Percentage of total Market Value
Asset Class breakdown
Users can view overall Asset Class exposures of their portfolio on Fund Look Through.
![Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.](https://cdn.prod.website-files.com/5fd0d3a18dd35f14fd578285/61769935d355d99556f0ec1f_881f679-Asset_Class_breakdown.png)
Sector breakdown
Users can view overall portfolio Sector exposures on Fund Look Through.
![Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.](https://cdn.prod.website-files.com/5fd0d3a18dd35f14fd578285/61769936ecd1e03ada2685d9_e4b8ebf-Sector_breakdown.png)
Country breakdown
Users can view overall portfolio Country exposures on Fund Look Through.
![Note: "Other" category contains Private Funds, Insurance, Derivatives, Real Estate investments.](https://cdn.prod.website-files.com/5fd0d3a18dd35f14fd578285/61769936b8c25eed0c855689_9f29836-Country_breakdown.png)