Reply To: Market Capitalization

Optuma Forums Optuma General Discussion Market Capitalization Reply To: Market Capitalization

#66385
Darren
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Hi Thomas,

Here’s an example of importing the weights in a .csv file eg for the SPDR Consumer Discretionary ETF ($XLY) from the Sate Street ETF website:

https://www.ssga.com/us/en/intermediary/etfs/library-content/products/fund-data/etfs/us/holdings-daily-us-en-xly.xlsx

The file would need to be formatted to include just the ticker and weight columns, and then imported as an External Data Field:

https://help.optuma.com/kb/faq.php?id=712

Current XLY weights attached, but the file would need to be updated manually and then reloaded:

Capture

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