Managing holdings for capital markets

Holdings are the securities that a company, institution, or fund owns. For example, the stocks and bonds held by a mutual fund are the fund's holdings.

A holding defines the owner, security, number of shares, and value for the holding. An individual holding is also known as a position.

Institutional sales representatives, research analysts, and traders search and view holdings in NexJ CRM to understand clients and identify sales opportunities. For example, a sales representative searches holdings to find funds that have taken new positions, or bought or sold shares for an existing holding.

A data feed populates holdings in the system. You can manually add holdings that are not provided by the feed. Use the Holdings workspace to add, edit, and delete holdings.