Portfolio Holding

From Open Risk Manual

Definition

Portfolio Holding. The contents of holding of one or more portfolios of investments held by an individual investor or entity

Portfolio holdings may cover a variety of investment products, including stocks, bonds and mutual funds to options, futures and exchange-traded funds, and relatively esoteric instruments such as private equity and hedge funds.

The number and nature of holdings contribute to the degree of diversification of a portfolio. A mix of stocks across different sectors, bonds of different maturities, and other investments would suggest a well-diversified portfolio, while concentrated holdings in a handful of stocks within a single sector indicates a portfolio with limited diversification.


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This entry annotates a FIBO Ontology Class. FIBO is a trademark and the FIBO Ontology is copyright of the EDM Council, released under the MIT Open Source License. There is no guarantee that the content of this page will remain aligned with, or correctly interprets, the concepts covered by the FIBO ontology.