This pie chart looks at the asset-weighted composition of all of the holdings in the client’s portfolio for which there is underlying composition data. This is a quick way to look at the asset breakdown of the client’s entire portfolio. It also compares the allocation breakdown to the primary benchmark. Note: Holdings without composition information are grouped into the Not Classified sector. If an account contains any User Defined Securities, or if you do not agree with the classification Morningstar provides, you may want to reclassify them in order to get accurate composition data.