StockDriftsStockDriftsTop 50 Meag Munich Ergo, Kapitalanlagegesellschaft Mbh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP. DL-,001 | 4.44% | 996.0K | $157.4M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT DL-,00000625 | 4.1% | 292.4K | $145.5M | — | — | — | 2025-06-30 |
| AVGO | BROADCOM INC. DL-,001 | 2.64% | 339.1K | $93.5M | — | — | — | 2025-06-30 |
| PCAR | PACCAR INC. DL 1 | 2.27% | 844.5K | $80.3M | — | — | — | 2025-06-30 |
| V | VISA INC. CL. A DL -,0001 | 2.16% | 215.3K | $76.4M | — | — | — | 2025-06-30 |
| UL | UNILEVER ADR/1 LS-,031111 | 2.1% | 1.22M | $74.6M | — | — | — | 2025-06-30 |
| EMR | EMERSON EL. DL -,50 | 2.04% | 543.3K | $72.4M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC.CL.A DL-,001 | 2% | 401.7K | $70.8M | — | — | — | 2025-06-30 |
| MRK | MERCK CO. DL-,01 | 1.98% | 888.4K | $70.3M | — | — | — | 2025-06-30 |
| GILD | GILEAD SCIENCES DL-,001 | 1.98% | 632.9K | $70.2M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.47% | +25.05% |
| Top 20 Holdings Unweighted | +17.30% | +55.08% |
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