StockDriftsStockDriftsTop 50 Ostrum Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.33% | 646.4K | $112.7M | +12.28%(+70.69K) | $95.70(+146.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.14% | 256.4K | $73.7M | -16.51%(-50.69K) | $158.46(+153.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.11% | 288.5K | $73.2M | +11.36%(+29.42K) | $210.07(+41.96%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.08% | 212.5K | $72.6M | +12.00%(+22.76K) | $229.41(+92.04%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.83% | 74.1K | $68.1M | +8.96%(+6.09K) | $748.92(+34.42%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.1% | 264.9K | $55.2M | -32.83%(-129.48K) | $179.76(+48.65%) | 2026-03-31 | |
| CMI | CUMMINS INC | 2.12% | 70.1K | $37.7M | +1909.63%(+66.63K) | $510.77(+40.27%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 126.4K | $37.2M | -17.49%(-26.80K) | $236.83(+26.63%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.08% | 130.3K | $37.0M | +25.94%(+26.84K) | $233.89(+24.65%) | 2026-03-31 | |
| V | VISA INC | 2.04% | 120.5K | $36.4M | +195.13%(+79.66K) | $302.02(+6.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.67% | +62.91% |
| Top 20 Holdings Unweighted | +15.38% | +53.61% |
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