StockDriftsStockDriftsTop 50 Manhattan West Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.73% | 168.1K | $29.3M | +18.36%(+26.07K) | $84.63(+178.55%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.92% | 87.4K | $25.1M | +6.02%(+4.96K) | $150.23(+166.97%) | 2026-03-31 | |
| CMF | ISHARES TR | 4.42% | 397.8K | $22.6M | +9.49%(+34.48K) | $56.24(+1.42%) | 2026-03-31 | |
| MBB | ISHARES TR | 4.26% | 229.5K | $21.8M | +17.32%(+33.88K) | $93.69(+0.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.83% | 52.9K | $19.6M | +12.62%(+5.93K) | $341.62(+19.85%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.42% | 84.0K | $17.5M | +7.40%(+5.79K) | $152.36(+75.38%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.32% | 187.4K | $17.0M | +3.16%(+5.74K) | $85.25(+13.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.25% | 65.5K | $16.6M | +8.88%(+5.34K) | $184.19(+61.90%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.93% | 140.9K | $15.0M | +1.70%(+2.36K) | $107.86(-1.11%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 2.72% | 528.2K | $13.9M | +8.07%(+39.43K) | $27.17(-4.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.15% | +37.31% |
| Top 20 Holdings Unweighted | +12.36% | +41.84% |
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