StockDriftsStockDriftsTop 50 Erste Asset Management GmbH Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.86% | 3.14M | $524.3M | +3.37%(+102.38K) | $78.77(+147.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 1.87M | $463.3M | +5.97%(+105.44K) | $167.87(+83.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.64% | 1.09M | $392.3M | +1.31%(+14.06K) | $323.78(+20.60%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.38% | 1.32M | $365.0M | -6.92%(-97.89K) | $126.92(+183.57%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.09% | 2.66M | $225.5M | +2.71%(+70.00K) | $62.90(+23.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.79% | 657.0K | $193.2M | -4.86%(-33.53K) | $144.93(+148.71%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.72% | 340.8K | $185.6M | +2.23%(+7.45K) | $422.64(+37.92%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 1.67% | 870.7K | $179.8M | -25.26%(-294.21K) | $80.15(+338.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.61% | 855.2K | $174.2M | -22.69%(-251.02K) | $186.88(+29.85%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 1.55% | 1.07M | $167.5M | +17.28%(+157.24K) | $132.00(+16.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.00% | +77.17% |
| Top 20 Holdings Unweighted | +18.46% | +66.24% |
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