StockDriftsStockDriftsTop 50 Boston Common Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | 6.26% | 287.6K | $97.2M | -46.94%(-254.43K) | $139.49(+211.24%) | 2026-03-31 | |
| NVDA | NVIDIA Corp. | 4.51% | 401.7K | $70.1M | +2.97%(+11.58K) | $92.27(+111.15%) | 2026-03-31 | |
| AAPL | Apple Inc. | 3.91% | 239.5K | $60.8M | -2.55%(-6.27K) | $102.49(+201.14%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 3.42% | 143.6K | $53.1M | -1.13%(-1.64K) | $182.23(+114.28%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 2.61% | 140.8K | $40.5M | -19.90%(-34.97K) | $163.85(+119.66%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 2.46% | 123.5K | $38.2M | +8.33%(+9.50K) | $97.75(+268.75%) | 2026-03-31 | |
| GOOG | Alphabet Inc. | 2.37% | 128.3K | $36.8M | +6.57%(+7.91K) | $63.00(+465.32%) | 2026-03-31 | |
| NFLX | Netflix, Inc. | 2.18% | 352.1K | $33.9M | +1.60%(+5.55K) | $61.58(+26.10%) | 2026-03-31 | |
| V | Visa Inc | 1.85% | 95.3K | $28.8M | +1.77%(+1.65K) | $154.82(+133.90%) | 2026-03-31 | |
| MS | Morgan Stanley | 1.7% | 159.9K | $26.3M | -24.77%(-52.66K) | $86.35(+147.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.21% |
| Top 20 Holdings Unweighted | +12.44% | +42.15% |
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