Mwa Asset Management has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.4B, Broadcom Inc. with a value of $5.35B, Meta Platforms, Inc. with a value of $4.58B, Nvidia Corp with a value of $4.51B, and Microsoft Corp with a value of $4.42B.

Examining the 13F form we can see an increase of $10B in the current position value, from $140B to 150B.

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 $150 Billion
Technology: $35.9 Billion
ETFs: $27.8 Billion
Industrials: $25.4 Billion
Financial Services: $14.4 Billion
Consumer Cyclical: $12.3 Billion
Communication Services: $12.2 Billion
Healthcare: $9.81 Billion
Consumer Defensive: $6.74 Billion
Other: $5.8 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $150 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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