StockDriftsStockDriftsTop 50 MWA Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 4.01% | 10.3K | $7.3M | -8.21%(-924) | $265.99(+262.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.84% | 27.6K | $7.0M | +2.14%(+580) | $170.75(+80.75%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.81% | 22.5K | $7.0M | -5.84%(-1.40K) | $84.90(+324.56%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.66% | 38.3K | $6.7M | -1.44%(-561) | $52.87(+268.53%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.6% | 16.8K | $6.6M | -31.96%(-7.88K) | $81.16(+910.56%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.11% | 19.8K | $5.7M | -5.77%(-1.21K) | $128.96(+176.19%) | 2026-03-31 | |
| DE | DEERE & CO | 2.91% | 9.4K | $5.3M | +2.43%(+224) | $403.78(+53.86%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.85% | 25.0K | $5.2M | +9.19%(+2.10K) | $139.87(+73.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 13.9K | $5.1M | +29.23%(+3.13K) | $355.44(+9.86%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.65% | 22.7K | $4.8M | -18.72%(-5.22K) | $71.56(+391.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.65% | +122.99% |
| Top 20 Holdings Unweighted | +29.90% | +119.18% |
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