Top/Bottom Contributors Report

The Top/Bottom Contributors report highlights the top and bottom “N” securities with the most positive and negative contributions to the portfolio performance. The default is to display the top 5, but you can adjust a parameter to display more or less.

This report reads month to date Data Mart data that is calculated from daily frequency performance data and stored in the following Data Mart detail model.

Advanced Report Profile

Advanced Report Profile

Data Mart Detail Model

Advanced Report Profile

Data Mart Detail Model

Egl Prf Contribution Top Bottom Contributors

PERF_DETAILS_MTD_BF

Options

Available options appear in the following table.

Option

Description

Option

Description

Eagle Top N

Controls the number of top/bottom securities selected

Data Used by Report

The following table shows data used by the report.

Report Element

Data Mart Table

Data Mart Column

Underlying Field Attribute

Report Element

Data Mart Table

Data Mart Column

Underlying Field Attribute

Description

SECURITY_DETAILS

ISSUE_NAME

eglSec-IssueName

Investment Type

SECURITY_DETAILS

INVESTMENT_TYPE

eglSec-InvestmentType

Contribution

PERF_DETAILS_MTD_BF

MTD_BF_SCNTR

eglGag-Mtd-Bf-BaseCondFnd

Report DLL

The report DLL is named TopBottomContributors.dll.