Money Matters

Microsoft Grabs Spotlight in Many Large Funds

April 1, 2008 RSS Feed Print

Each quarter, Citigroup reviews the top 10 holdings in the 50 largest actively managed mutual funds. The goal? To get a sense of which large-company stocks are under- or over-represented in the mutual-fund universe. Microsoft won the top spot with 19 top-10 listings, as General Electric slipped to second place after spending two years in the lead. In growth funds, the most popular stocks were Google, Apple, and Microsoft. Among value funds, the most-owned names were Bank of America and AT&T.

Citi also named "buy"-rated stocks with limited exposure in the top-10 lists: Intel, United Technologies, UPS, McDonald's, Medtronic, and Morgan Stanley.

Tags:: Citigroup,; stocks,; mutual funds,; Microsoft

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Money Matters

Katy Marquardt came to U.S. News from Kiplinger's Personal Finance magazine, where she profiled rising stars in the mutual-fund world and wrote about investing in stocks and racehorses. Katy hails from Abilene, Texas, and graduated from the University of Texas-Austin.

Kirk Shinkle is a senior editor at U.S. News. Formerly, he covered business and economics on both coasts for Investor's Business Daily. A native of the Montana-Texas corridor, he currently resides in the wilds of west Brooklyn. His checkered online evolution looks like this: Friendster, still (!). MySpace, no. Facebook, yes. He blogs here, Twitters occasionally, and has yet to Tumblr.