StockDriftsStockDriftsTop 50 Sienna Gestion Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.62% | 702.3K | $116.9M | +0.48%(+3.33K) | $88.62(+154.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.2% | 382.6K | $95.0M | +1027.83%(+348.65K) | $260.35(+15.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.46% | 231.5K | $83.7M | +0.60%(+1.39K) | $419.73(+0.52%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.38% | 123.5K | $36.5M | -10.69%(-14.78K) | $140.00(+203.72%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.85% | 79.3K | $28.4M | +962.41%(+71.81K) | $392.70(+7.52%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.76% | 94.6K | $27.0M | -32.09%(-44.67K) | $243.62(+22.24%) | 2026-03-31 | |
| CSCO | CISCO SYSTEMS INC | 1.71% | 338.2K | $26.2M | -29.35%(-140.49K) | $60.90(+94.10%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 1.56% | 179.7K | $23.9M | +80.56%(+80.16K) | $135.99(+2.78%) | 2026-03-31 | |
| ATO | ATMOS ENERGY CORP | 1.54% | 127.0K | $23.7M | +124.80%(+70.51K) | $152.62(+15.63%) | 2026-03-31 | |
| HD | HOME DEPOT INC/THE | 1.52% | 71.4K | $23.3M | +0.51%(+362) | $366.60(-18.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.99% | +44.25% |
| Top 20 Holdings Unweighted | +15.46% | +53.92% |
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