I am trying to sum up totals in order to get an accurate picture of the
style box (large cap growth, large cap core, large cap value, etc.)
each stock corresponds to. Right now, I have the percentage investment
for each stock of the total portfolio and then what style box it falls
in (large cap growth, large cap core, etc.) How can I write a formula
that will look up what style box it is then take the percentage for
that stock and then sum it all up? I know I could use a VLookup but
how do I sum them in the event that there's more than one stock that
falls into a certain style box?

For example, let's say that GE is 5% of portfolio and Microsoft is 5%.
They are both considered large cap core. I want the large cap core to
show 10% of investment. So on and so forth for each style box.

TIA.


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sabunabu
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