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Synonyms for «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
Similar and related words and phrases are presented below.

«portfolio»

investment asset stock project market management fund estate account bond risk property equity ownership loan financial income client diversified investor large bank individual overall target impact current art term housing quality group venture student currency dividend potential hedge sample professional cost real index retirement significant cash paper core development total

«holdings»

portfolio securities shares company stake trading allocation opportunities portion products position firm offering diversification performance work manager platform value options part tools growth tracking lending strategy school deals balance responsibilities acquisitions decisions holders percentage rest recommendations weighting plan solutions distribution services exposure brands website team partnership choices size sector

Related phrases

Phrases with «portfolio holdings»

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)
  • (see all sentences)

See also

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