Phrases with «portfolio holdings»

"Portfolio holdings" refers to the specific investments or assets that an individual or organization owns within their investment portfolio. It includes all the stocks, bonds, mutual funds, real estate, or any other financial instruments that make up their investment portfolio. Full definition

Related phrases

Sentences with «portfolio holdings»

  • The possibility of heavy losses from having a large portion of portfolio holdings in one investment, asset class, or market sector is known as concentration risk. (cfs4me.com)
  • Or is it ok to have 95 % investment portfolio holdings in equity. (relakhs.com)
  • Several issuers are currently seeking regulatory approval for a quarterly reporting of portfolio holdings by active ETFs, same as for traditional mutual funds. (alpholio.com)
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