StockDriftsStockDriftsTop 50 American Assets Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | 5.08% | 940.4K | $74.9M | +0.00%(+0) | $51.74(+65.28%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 4.82% | 15.22M | $71.1M | +0.00%(+0) | $51.55(+13.92%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.72% | 410.0K | $69.6M | +0.00%(+0) | $52.07(+163.26%) | 2026-03-31 | |
| SHEL | SHELL PLC | 4.11% | 651.0K | $60.5M | +0.00%(+0) | $64.28(+21.37%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.78% | 2.26M | $55.8M | +0.00%(+0) | $297.82(+12.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.62% | 210.0K | $53.3M | +0.00%(+0) | $23.69(+1202.94%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.16% | 99.0K | $46.5M | +0.00%(+0) | $478.51(+113.37%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.53% | 180.0K | $37.2M | +0.00%(+0) | $94.11(+79.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.25% | 89.7K | $33.2M | +0.00%(+0) | $33.01(+1082.90%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.16% | 45.0K | $31.9M | +0.00%(+0) | $135.60(+610.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.00% | +52.09% |
| Top 20 Holdings Unweighted | +17.05% | +60.37% |
Sign up free to track American Assets Investment Management, LLC, compare funds side by side, and get alerts the moment positions change.