Mwa Asset Management has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.89B, Broadcom Inc. with a value of $5.17B, Microsoft Corp with a value of $4.57B, Amazon Com Inc with a value of $4.42B, and Nvidia Corp with a value of $4.28B.

Examining the 13F form we can see an increase of $2.37B in the current position value, from $138B to 140B.

Mwa Asset Management is based out at Lexington, MA

Below you can find more details about Mwa Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
Technology: $35.1 Billion
ETFs: $24.2 Billion
Industrials: $22.7 Billion
Financial Services: $12.6 Billion
Communication Services: $12.1 Billion
Consumer Cyclical: $11.9 Billion
Healthcare: $10 Billion
Consumer Defensive: $6.36 Billion
Other: $5.22 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $140 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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