# Holdings

A holding page is a summary of all of your investments, including individual stocks, bonds, exchange-traded funds (ETFs), and mutual funds. It typically includes the name of the investment, the quantity you own, the holding value, the recommendation, and the ISIN.

### How to download DP holding statement ? <a href="#how-to-download-dp-holding-statement" id="how-to-download-dp-holding-statement"></a>

* On the **reports page**, click on **holdings**.
* '**Holding Summary**' is divided into two: **DP Holding** and **Mutual Fund**. Choose DP Holding.
* Choose '**Segment.'**
* Choose **'DP'—** if you have multiple DPs, click on the drop-down arrow to select the DP.
* **I**f you have made any addition to your [**family portfolio**](https://usermanuals.geojit.com/mygeojit-web/my-account/family-portfolio), the DP of those family members will also be displayed in the DP list.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F6ULnHCgNkz7G5nq0nKJX%2Fimage.png?alt=media&#x26;token=0021f701-694a-49ea-979e-fafaa2425b65" alt=""><figcaption></figcaption></figure>

* Once you have selected the DP, tap on **'Submit.'**
* All your holdings as per the parameters you set will be displayed.
* You can search for a specific transaction from this list by entering the symbol name on the search bar 🔍 given at the top.
* If you wish to **download this report**, click on the '**download button**' ⬇️given at the top right corner.
* **Click on any scrip**, and additional details like **pledge quantity** and **close price** of that particular scrip can also be viewed.

{% embed url="<https://app.supademo.com/demo/cmfm50u6ffxoz39oz1yt1gjcx>" %}

{% hint style="info" %}
DP holding will show data from Financial Year 2020 i.e., April 2020 onwards.
{% endhint %}

[Read More: ***I have multiple demat accounts with Geojit. How can I view my holding values separately?***](https://support.geojit.com/support/solutions/articles/89000007493-i-have-multiple-demat-accounts-with-geojit-how-can-i-view-my-holding-values-separately-)

### How to download MF holding statement ? <a href="#how-to-download-mf-holding-statement" id="how-to-download-mf-holding-statement"></a>

* On the **reports page**, click on **holdings**.
* '**Holding Summary**' is divided into two: **DP Holding** and **Mutual Fund**. Choose Mutual Fund.
* Choose **'ACC ID'—** if you have multiple ACC IDs, click on the drop-down arrow to select the preferred account.
* **I**f you have made any addition to your [**family portfolio**](https://usermanuals.geojit.com/mygeojit-web/my-account/family-portfolio), the mutual fund of those family members will also be reflected in the Acc ID list.
* Once you have selected the Acc ID, tap on **'Submit.'**
* All your holdings as per the parameters you set will be displayed.
* You can search for a specific transaction from this list by entering the symbol name on the search bar 🔍 given at the top.
* If you wish to **download this report**, click on the '**download button**' ⬇️given at the top right corner.
* **Click on any scrip**, and additional details like **pledge quantity** and **close price** of that particular scrip can also be viewed.
* Please Note : The MF holding report will not include your external mutual fund data.

{% embed url="<https://app.supademo.com/demo/cmfcg2wl37ldp39ozvinl3nmh>" %}


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