Holdings
The assets, such as stocks or bonds, that an individual or institution owns.
More Details
Holdings are assets that an individual or organization owns. The term is often used to refer to securities, such as stocks or bonds, that are held in a portfolio or investment account.
Example
If you own shares of multiple companies, those shares would be considered your holdings.
Related Terms
Vesting
The entitlement to a present or future asset or benefit, usually referring to an employer-provided benefit such as a retirement account.
Disclosure
The act of making information known to the public or to a specific individual or group.
Account Statement
An official summary of all transactions and activities that occur in an account over the course of a given period of time.

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