Date of publishing: 2021-12-31. Last verified date the script worked: 2021-12-31.

While I wait for something of a technical nature to occur, which allows me to automate this process, you can contact me at svendsentech@gmail.com and I will provide instructions. The price is 10 USD or 89 NOK.

It is sold "as is", without support, under the MIT license. I will not (necessarily) help you use it and I am not obligated to update it if the data structure it relies on at morningstar.com changes and makes the script unusable. NB! This is very likely to happen sooner or later. Beware it can break tomorrow and your investment is wasted unless you have deeper technical knowledge and can fix/update it yourself. That said, I do intend to update it if it is feasible and not too demanding. I wrote this script in October, and as of New Year's Eve 2021-12-31, it still works.

An attempt has been made to keep the script usable in more manual ways than providing a link as a parameter value. Such as pasting the holdings table from the web page, using a mouse, into a text file that you can provide as a parameter value to the script. I also tried to add support for the PDF format paste output, but that does currently not work (2021-12-31). Pasting the HTML table from Morningstar into a file, saving it and then processing it works as well, and is more likely to continue working longer.

The script requires PowerShell. PowerShell comes built-in with Windows 7 and newer. Most people today use Windows 10 (or 11).

Here is example output against the URL "https://lt.morningstar.com/sm7hnx89hb/snapshot/default.aspx?tab=12&LanguageId=en-US&SecurityToken=F0GBR04HHA]2]1]FONOR%24%24ALL_475&Id=F0GBR04HHA&ClientFund=1&CurrencyId=NOK".

PS /home/joakim/Documents> ./Get-HoldingsReport.ps1 -Uri 'https://lt.morningstar.com/sm7hnx89hb/snapshot/
default.aspx?tab=12&LanguageId=en-US&
SecurityToken=F0GBR04HHA]2]1]FONOR%24%24ALL_475&Id=F0GBR04HHA&
ClientFund=1&CurrencyId=NOK'

Number of holdings: 136                                                                                                 
Total invested amount: 2,392,395,229
Average value of each holding: 17,591,141

Top 15 holdings sorted by value:

Name                                      Sector             Country     Currency %    Market Value (NOK)
----                                      ------             -------     -------- -    ------------------
Novo Nordisk A/S Class B                  Healthcare         Denmark     DKK      9.27 224,415,891.00
Atlas Copco AB B                          Industrials        Sweden      SEK      5.45 131,972,679.00
Telefonaktiebolaget L M Ericsson Class B  Technology         Sweden      SEK      3.42 82,748,458.00
EQT AB Ordinary Shares                    Financial Services Sweden      SEK      3.21 77,635,251.00
Nokia Oyj                                 Technology         Finland     EUR      3.04 73,595,721.00
Nordea Bank Abp                           Financial Services Finland     SEK      2.96 71,604,980.00
Volvo AB B                                Industrials        Sweden      SEK      2.64 63,974,417.00
Vestas Wind Systems A/S                   Industrials        Denmark     DKK      2.40 58,140,613.00
Skandinaviska Enskilda Banken AB Class A  Financial Services Sweden      SEK      2.22 53,765,723.00
Orsted A/S                                Utilities          Denmark     DKK      2.20 53,166,838.00
Assa Abloy AB Class B                     Industrials        Sweden      SEK      2.15 51,921,983.00
Epiroc AB Share B                         Industrials        Sweden      SEK      2.10 50,895,053.00
Sandvik AB                                Industrials        Sweden      SEK      2.08 50,453,114.00
KONE Oyj Class B                          Industrials        Finland     EUR      2.02 48,996,099.00
ABB Ltd                                   Industrials        Switzerland CHF      1.85 44,792,539.00

Number of holdings per country:

Name           Count
----           -----
Sweden            70
Norway            24
Denmark           21
Finland           19
Switzerland        1
United Kingdom     1

Amount and percent invested per country:

Name           Count Amount        Percent Avg. amount Median
----           ----- ------        ------- ----------- ------
Sweden            70 1,173,744,790 49.06   16,767,783  8,250,171
Denmark           21 616,988,003   25.79   29,380,381  12,068,432
Finland           19 325,266,669   13.60   17,119,298  10,066,294
Norway            24 201,834,951   8.44    8,409,790   6,450,944
Switzerland        1 44,792,539    1.87    44,792,539  44,792,539
United Kingdom     1 29,768,277    1.24    29,768,277  29,768,277

Amount and percent invested per sector:

Name                   Count Amount      Percent Avg. amount Median
----                   ----- ------      ------- ----------- ------
Industrials               35 780,126,701 32.61   22,289,334  10,525,838
Healthcare                 9 380,616,552 15.91   42,290,728  12,068,432
Financial Services        15 376,309,388 15.73   25,087,293  14,371,531
Technology                 9 195,259,926 8.16    21,695,547  7,471,783
Consumer Defensive        13 147,168,889 6.15    11,320,684  7,771,527
Basic Materials           15 143,603,070 6.00    9,573,538   7,475,682
Consumer Cyclical         15 128,918,724 5.39    8,594,582   4,529,933
Communication Services    10 96,875,145  4.05    9,687,514   10,230,630
Real Estate               12 85,935,044  3.59    7,161,254   6,207,822
Utilities                  2 57,581,790  2.41    28,790,895  28,790,895
Not Classified             1 0           0.00    0           0

# Top 15 holdings. # Amount and percent invested per country:

Name        Count Amount      Percent Avg. amount Median
----        ----- ------      ------- ----------- ------
Sweden          8 563,366,678 23.55   70,420,835  58,870,070
Denmark         3 335,723,342 14.03   111,907,781 58,140,613
Finland         3 194,196,800 8.12    64,732,267  71,604,980
Switzerland     1 44,792,539  1.87    44,792,539  44,792,539

# Top 15 holdings. # Amount and percent invested per sector:

Name               Count Amount      Percent Avg. amount Median
----               ----- ------      ------- ----------- ------
Industrials            8 501,146,497 20.95   62,643,312  51,408,518
Healthcare             1 224,415,891 9.38    224,415,891 224,415,891
Financial Services     3 203,005,954 8.49    67,668,651  71,604,980
Technology             2 156,344,179 6.54    78,172,090  78,172,090
Utilities              1 53,166,838  2.22    53,166,838  53,166,838

PS /home/joakim/Documents> 

Above, the script used the default value of 15. Here I demonstrate the -NumberOfTopHoldings parameter and provide the value 25, in order to list statistics about the top 25 companies.

PS /home/joakim/Documents> ./Get-HoldingsReport.ps1 -Uri 'https://lt.morningstar.com/sm7hnx89hb/snapshot/
default.aspx?tab=12&LanguageId=en-US&
SecurityToken=F0GBR04HHA]2]1]FONOR%24%24ALL_475&Id=F0GBR04HHA&
ClientFund=1&CurrencyId=NOK' -NumberOfTopHoldings 25

Number of holdings: 136                                                                                                 
Total invested amount: 2,392,395,229
Average value of each holding: 17,591,141

Top 25 holdings sorted by value:

Name                                      Sector             Country        Currency %    Market Value (NOK)
----                                      ------             -------        -------- -    ------------------
Novo Nordisk A/S Class B                  Healthcare         Denmark        DKK      9.27 224,415,891.00
Atlas Copco AB B                          Industrials        Sweden         SEK      5.45 131,972,679.00
Telefonaktiebolaget L M Ericsson Class B  Technology         Sweden         SEK      3.42 82,748,458.00
EQT AB Ordinary Shares                    Financial Services Sweden         SEK      3.21 77,635,251.00
Nokia Oyj                                 Technology         Finland        EUR      3.04 73,595,721.00
Nordea Bank Abp                           Financial Services Finland        SEK      2.96 71,604,980.00
Volvo AB B                                Industrials        Sweden         SEK      2.64 63,974,417.00
Vestas Wind Systems A/S                   Industrials        Denmark        DKK      2.40 58,140,613.00
Skandinaviska Enskilda Banken AB Class A  Financial Services Sweden         SEK      2.22 53,765,723.00
Orsted A/S                                Utilities          Denmark        DKK      2.20 53,166,838.00
Assa Abloy AB Class B                     Industrials        Sweden         SEK      2.15 51,921,983.00
Epiroc AB Share B                         Industrials        Sweden         SEK      2.10 50,895,053.00
Sandvik AB                                Industrials        Sweden         SEK      2.08 50,453,114.00
KONE Oyj Class B                          Industrials        Finland        EUR      2.02 48,996,099.00
ABB Ltd                                   Industrials        Switzerland    CHF      1.85 44,792,539.00
Essity AB Class B                         Consumer Defensive Sweden         SEK      1.79 43,345,766.00
Genmab A/S                                Healthcare         Denmark        DKK      1.68 40,539,766.00
Coloplast A/S Class B                     Healthcare         Denmark        DKK      1.55 37,553,773.00
NIBE Industrier AB Class B                Industrials        Sweden         SEK      1.50 36,322,875.00
Swedbank AB Class A                       Financial Services Sweden         SEK      1.45 35,162,556.00
A. P. Moller Maersk A/S B                 Industrials        Denmark        DKK      1.43 34,578,353.00
Svenska Handelsbanken AB Class A          Financial Services Sweden         SEK      1.30 31,442,233.00
Hennes & Mauritz AB Class B           Consumer Cyclical  Sweden         SEK      1.29 31,148,734.00
AstraZeneca PLC                           Healthcare         United Kingdom GBP      1.23 29,768,277.00
DNB Bank ASA                              Financial Services Norway         NOK      1.17 28,312,870.00

Number of holdings per country:

Name           Count
----           -----
Sweden            70
Norway            24
Denmark           21
Finland           19
Switzerland        1
United Kingdom     1

Amount and percent invested per country:

Name           Count Amount        Percent Avg. amount Median
----           ----- ------        ------- ----------- ------
Sweden            70 1,173,744,790 49.06   16,767,783  8,250,171
Denmark           21 616,988,003   25.79   29,380,381  12,068,432
Finland           19 325,266,669   13.60   17,119,298  10,066,294
Norway            24 201,834,951   8.44    8,409,790   6,450,944
Switzerland        1 44,792,539    1.87    44,792,539  44,792,539
United Kingdom     1 29,768,277    1.24    29,768,277  29,768,277

Amount and percent invested per sector:

Name                   Count Amount      Percent Avg. amount Median
----                   ----- ------      ------- ----------- ------
Industrials               35 780,126,701 32.61   22,289,334  10,525,838
Healthcare                 9 380,616,552 15.91   42,290,728  12,068,432
Financial Services        15 376,309,388 15.73   25,087,293  14,371,531
Technology                 9 195,259,926 8.16    21,695,547  7,471,783
Consumer Defensive        13 147,168,889 6.15    11,320,684  7,771,527
Basic Materials           15 143,603,070 6.00    9,573,538   7,475,682
Consumer Cyclical         15 128,918,724 5.39    8,594,582   4,529,933
Communication Services    10 96,875,145  4.05    9,687,514   10,230,630
Real Estate               12 85,935,044  3.59    7,161,254   6,207,822
Utilities                  2 57,581,790  2.41    28,790,895  28,790,895
Not Classified             1 0           0.00    0           0

# Top 25 holdings. # Amount and percent invested per country:

Name           Count Amount      Percent Avg. amount Median
----           ----- ------      ------- ----------- ------
Sweden            13 740,788,842 30.96   56,983,757  50,895,053
Denmark            6 448,395,234 18.74   74,732,539  46,853,302
Finland            3 194,196,800 8.12    64,732,267  71,604,980
Switzerland        1 44,792,539  1.87    44,792,539  44,792,539
United Kingdom     1 29,768,277  1.24    29,768,277  29,768,277
Norway             1 28,312,870  1.18    28,312,870  28,312,870

# Top 25 holdings. # Amount and percent invested per sector:

Name               Count Amount      Percent Avg. amount Median
----               ----- ------      ------- ----------- ------
Industrials           10 572,047,725 23.91   57,204,772  50,674,084
Healthcare             4 332,277,707 13.89   83,069,427  39,046,770
Financial Services     6 297,923,613 12.45   49,653,936  44,464,140
Technology             2 156,344,179 6.54    78,172,090  78,172,090
Utilities              1 53,166,838  2.22    53,166,838  53,166,838
Consumer Defensive     1 43,345,766  1.81    43,345,766  43,345,766
Consumer Cyclical      1 31,148,734  1.30    31,148,734  31,148,734

PS /home/joakim/Documents> 

A demonstration of the -Country parameter where I provide the value Sweden to list only Swedish companies.

PS /home/joakim/Documents> ./Get-HoldingsReport.ps1 -Uri 'https://lt.morningstar.com/sm7hnx89hb/snapshot/
default.aspx?tab=12&LanguageId=en-US&
SecurityToken=F0GBR04HHA]2]1]FONOR%24%24ALL_475&Id=F0GBR04HHA&
ClientFund=1&CurrencyId=NOK' -NumberOfTopHoldings 25 -Country Sweden

Number of holdings: 70                                                                                                  
Total invested amount: 1,173,744,790
Average value of each holding: 16,767,783

Top 25 holdings sorted by value:

Name                                         Sector                 Country Currency %    Market Value (NOK)
----                                         ------                 ------- -------- -    ------------------
Atlas Copco AB B                             Industrials            Sweden  SEK      5.45 131,972,679.00
Telefonaktiebolaget L M Ericsson Class B     Technology             Sweden  SEK      3.42 82,748,458.00
EQT AB Ordinary Shares                       Financial Services     Sweden  SEK      3.21 77,635,251.00
Volvo AB B                                   Industrials            Sweden  SEK      2.64 63,974,417.00
Skandinaviska Enskilda Banken AB Class A     Financial Services     Sweden  SEK      2.22 53,765,723.00
Assa Abloy AB Class B                        Industrials            Sweden  SEK      2.15 51,921,983.00
Epiroc AB Share B                            Industrials            Sweden  SEK      2.10 50,895,053.00
Sandvik AB                                   Industrials            Sweden  SEK      2.08 50,453,114.00
Essity AB Class B                            Consumer Defensive     Sweden  SEK      1.79 43,345,766.00
NIBE Industrier AB Class B                   Industrials            Sweden  SEK      1.50 36,322,875.00
Swedbank AB Class A                          Financial Services     Sweden  SEK      1.45 35,162,556.00
Svenska Handelsbanken AB Class A             Financial Services     Sweden  SEK      1.30 31,442,233.00
Hennes & Mauritz AB Class B              Consumer Cyclical      Sweden  SEK      1.29 31,148,734.00
Samhallsbyggnadsbolaget i Norden AB Class B  Real Estate            Sweden  SEK      0.72 17,517,075.00
SKF AB B                                     Industrials            Sweden  SEK      0.67 16,319,379.00
Skanska AB Class B                           Industrials            Sweden  SEK      0.66 16,030,494.00
Boliden AB                                   Basic Materials        Sweden  SEK      0.66 15,908,647.00
Sinch AB                                     Communication Services Sweden  SEK      0.65 15,787,563.00
Telia Company AB                             Communication Services Sweden  SEK      0.65 15,751,956.00
Svenska Cellulosa AB B                       Basic Materials        Sweden  SEK      0.63 15,228,959.00
Electrolux AB B                              Consumer Cyclical      Sweden  SEK      0.60 14,544,497.00
Kinnevik AB Class B                          Financial Services     Sweden  SEK      0.59 14,371,531.00
Husqvarna AB Class B                         Industrials            Sweden  SEK      0.56 13,531,448.00
Thule Group AB                               Consumer Cyclical      Sweden  SEK      0.53 12,851,124.00
Castellum AB                                 Real Estate            Sweden  SEK      0.51 12,396,658.00

Number of holdings per country:

Name   Count
----   -----
Sweden    70

Amount and percent invested per country:

Name   Count Amount        Percent Avg. amount Median
----   ----- ------        ------- ----------- ------
Sweden    70 1,173,744,790 100.00  16,767,783  8,250,171

Amount and percent invested per sector:

Name                   Count Amount      Percent Avg. amount Median
----                   ----- ------      ------- ----------- ------
Industrials               20 495,641,115 42.23   24,782,056  10,197,498
Financial Services         9 240,148,558 20.46   26,683,173  14,371,531
Consumer Cyclical         10 87,404,208  7.45    8,740,421   5,972,317
Technology                 2 85,565,238  7.29    42,782,619  42,782,619
Real Estate               10 73,194,768  6.24    7,319,477   6,207,822
Consumer Defensive         4 70,317,415  5.99    17,579,354  10,204,451
Basic Materials            7 52,415,608  4.47    7,487,944   5,897,852
Communication Services     5 50,119,376  4.27    10,023,875  11,908,996
Healthcare                 2 18,938,504  1.61    9,469,252   9,469,252
Not Classified             1 0           0.00    0           0

# Top 25 holdings. # Amount and percent invested per country:

Name   Count Amount      Percent Avg. amount Median
----   ----- ------      ------- ----------- ------
Sweden    25 921,028,173 78.47   36,841,127  31,148,734

# Top 25 holdings. # Amount and percent invested per sector:

Name                   Count Amount      Percent Avg. amount Median
----                   ----- ------      ------- ----------- ------
Industrials                9 431,421,442 36.76   47,935,716  50,453,114
Financial Services         5 212,377,294 18.09   42,475,459  35,162,556
Technology                 1 82,748,458  7.05    82,748,458  82,748,458
Consumer Cyclical          3 58,544,355  4.99    19,514,785  14,544,497
Consumer Defensive         1 43,345,766  3.69    43,345,766  43,345,766
Communication Services     2 31,539,519  2.69    15,769,760  15,769,760
Basic Materials            2 31,137,606  2.65    15,568,803  15,568,803
Real Estate                2 29,913,733  2.55    14,956,866  14,956,867

PS /home/joakim/Documents> 



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