On the one hand, this might include learning about the client's circumstances, goals, income needs, restrictions, current holdings, risk tolerance, etc.

"We will continue to respect your current holdings, and we will not compete with you for this property."

It also plans to sell about 10 percent of Normandy's current holdings.

That left American Express with its current holding of 27 percent.

The current holdings tend to have a value approach to investing, meaning an emphasis on stocks that are cheap.

He said it was "very important" that the company maintain its current holdings.

The current holdings include 6,000 separate collections that encompass an estimated 50 million original documents.

He would not, however, be forced to sell any of his current holdings.

But because money funds turn over their portfolios rapidly, annual reports may not reflect current holdings.

The managers are bullish about their current holdings and the broader market.