StockDriftsStockDriftsTop 50 Magellan Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.08% | 2.25M | $468.4M | -19.07%(-529.81K) | $143.05(+69.64%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.71% | 1.19M | $440.2M | -5.86%(-74.08K) | $140.71(+177.51%) | 2026-03-31 | |
| ES | EVERSOURCE ENERGY | 5.56% | 6.18M | $428.3M | -11.54%(-806.83K) | $68.64(+8.45%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.17% | 1.18M | $398.1M | -15.93%(-223.15K) | $167.77(+158.78%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.79% | 585.0K | $292.3M | -7.35%(-46.41K) | $197.29(+173.40%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.76% | 507.0K | $290.1M | +8.34%(+39.04K) | $409.84(+42.23%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP | 3.37% | 1.50M | $259.4M | +40.26%(+431.52K) | $202.48(-18.00%) | 2026-03-31 | |
| CCI | CROWN CASTLE INC | 3.01% | 2.86M | $232.2M | +59.48%(+1.06M) | $115.74(-33.81%) | 2026-03-31 | |
| SRE | SEMPRA | 2.85% | 2.26M | $219.4M | +4.22%(+91.52K) | $60.55(+53.69%) | 2026-03-31 | |
| YUM | YUM BRANDS INC | 2.76% | 1.37M | $213.0M | -31.09%(-618.03K) | $99.80(+65.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.76% | +43.37% |
| Top 20 Holdings Unweighted | +12.09% | +40.82% |
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