Holdings refer to the collection of financial assets, investments, or securities that an individual, organisation, or institution owns or has a stake in. It represents the combination of various financial instruments such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), derivatives, and cash equivalents held within a portfolio. Holdings provide a snapshot of an entity’s investment positions, indicating the overall composition and value of their assets. This information is crucial for assessing the diversification, risk exposure, and performance of an investment portfolio, enabling investors to make informed decisions based on their holdings’ characteristics and market conditions.
