# View Holdings

The **Holdings** view displays the list of holdings of the selected portfolio and their price and market values as-of the selected date.

Holdings are grouped by asset class. Use the chevron icon next to an asset class to expand or collapse the group.

[![holdings.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/holdings.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/holdings.png)

#### Columns

Holdings data available include:
 
- The name and ISIN of the investment,
- Its asset class,
- Its currency,
- The quantity / nominal,
- The unit price and market value in the currency of the investment,
- The market value in the selected currency,
- The performance of the investment (see below)

#### Performance

Use the performance selector dropdown menu to display the performance of the investment for a specific period. By default, the performance since acquisition is displayed.

[![performance-selector.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/performance-selector.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/performance-selector.png)

#### Sorting and Filtering

Sorting and filtering is supported on all columns except for the market value in selected currency and performance.

Use the search box in the upper-left corner to quickly filter on a specific investment.

#### Exporting and Printing

The list of holdings can be printed and exported to Excel, CSV and PDF.

[![export-buttons.png](https://documentation.cigp.com/uploads/images/gallery/2023-08/scaled-1680-/export-buttons.png)](https://documentation.cigp.com/uploads/images/gallery/2023-08/export-buttons.png)