OSTRUM ASSET MANAGEMENT

data from 30/09/2025

Capitalization

$ 2.226 B 4.31 %

Average holding period

10 ans

Performance

$ 608.302 M 84.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OSTRUM ASSET MANAGEMENT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 4.98% 110.769 M $ 213861 2023/03/31 5.109 M $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 4.89% 108.816 M $ 583216 2023/03/31 17.129 M $ 18.10 %
2025/09/30 AVGO BROADCOM INC 4.13% 91.922 M $ 278627 2023/03/31 15.355 M $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 3.97% 88.346 M $ 402359 2023/03/31 73.102 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 3.47% 77.161 M $ 317405 2023/03/31 21.191 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 2.52% 56.126 M $ 76427 2023/03/31 -298.951 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.40% 53.482 M $ 169553 2023/03/31 4.575 M $ 8.80 %
2025/09/30 LLY ELI LILLY & CO 2.39% 53.135 M $ 69639 2023/03/31 -232.411 K $ -2.12 %
2025/09/30 URI UNITED RENTALS INC 2.13% 47.308 M $ 49555 2023/03/31 8.383 M $ 26.71 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 1.80% 40.049 M $ 371478 2023/03/31 6.938 M $ 19.62 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.72% 38.279 M $ 180067 2023/03/31 -26.824 K $ -0.08 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 1.71% 38.026 M $ 41304 2023/03/31 7.914 M $ 25.88 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 1.71% 37.997 M $ 54437 2024/12/31 -4.219 M $ -9.04 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.54% 34.231 M $ 203175 2023/03/31 -2.635 M $ -8.17 %
2025/09/30 AAPL APPLE INC 1.47% 32.691 M $ 128385 2023/03/31 6.487 M $ 24.11 %
2025/09/30 ETN EATON CORP PLC 1.45% 32.379 M $ 86516 2023/03/31 1.548 M $ 4.83 %
2025/09/30 GE GE AEROSPACE 1.42% 31.612 M $ 105086 2023/03/31 4.929 M $ 16.87 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 1.39% 30.889 M $ 67548 2023/03/31 2.336 M $ 8.76 %
2025/09/30 VMC VULCAN MATLS CO 1.37% 30.409 M $ 98852 2023/03/31 435.146 K $ 17.94 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.35% 30.005 M $ 59683 2023/03/31 1.539 M $ 3.49 %
2025/09/30 XYL XYLEM INC 1.28% 28.461 M $ 192959 2023/03/31 3.502 M $ 14.02 %
2025/09/30 SHW SHERWIN WILLIAMS CO 1.12% 24.846 M $ 71754 2023/03/31 296.577 K $ 0.84 %
2025/09/30 NOW SERVICENOW INC 1.10% 24.385 M $ 26497 2023/03/31 -4.278 M $ -10.49 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.08% 24.068 M $ 385268 2023/03/31 -1.551 M $ -7.37 %
2025/09/30 DIS DISNEY WALT CO 1.06% 23.698 M $ 206972 2023/03/31 -2.042 M $ -7.67 %
2025/09/30 BLD TOPBUILD CORP 0.90% 20.067 M $ 51340 2025/03/31 4.804 M $ 20.73 %
2025/09/30 GOOG ALPHABET INC 0.85% 19.011 M $ 78057 2023/03/31 5.201 M $ 37.30 %
2025/09/30 V VISA INC 0.73% 16.322 M $ 47813 2023/03/31 -602.409 K $ -3.85 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.61% 13.513 M $ 72880 2023/03/31 2.884 M $ 21.39 %
2025/09/30 NEM NEWMONT CORP 0.55% 12.133 M $ 143909 2023/03/31 4.644 M $ 44.71 %
2025/09/30 MCK MCKESSON CORP 0.46% 10.174 M $ 13170 2023/03/31 271.043 K $ 5.43 %
2025/09/30 MA MASTERCARD INCORPORATED 0.43% 9.511 M $ 16721 2023/03/31 119.125 K $ 1.22 %
2025/09/30 KO COCA COLA CO 0.41% 9.213 M $ 138916 2023/03/31 -535.033 K $ -6.26 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.41% 9.039 M $ 44390 2023/03/31 -41.641 K $ -0.50 %
2025/09/30 MCD MCDONALDS CORP 0.40% 8.971 M $ 29519 2023/03/31 271.118 K $ 4.01 %
2025/09/30 ABC CENCORA INC 0.40% 8.925 M $ 28558 2023/03/31 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.40% 8.845 M $ 19888 2023/03/31 2.723 M $ 40.00 %
2025/09/30 NFLX NETFLIX INC 0.39% 8.687 M $ 7246 2023/03/31 -1.098 M $ -10.47 %
2025/09/30 WTRG ESSENTIAL UTILS INC 0.39% 8.626 M $ 216190 2023/03/31 181.461 K $ 7.43 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.39% 8.579 M $ 55836 2023/03/31 -300.203 K $ -3.56 %
2025/09/30 CME CME GROUP INC 0.38% 8.389 M $ 31048 2023/03/31 -98.912 K $ -1.97 %
2025/09/30 ORCL ORACLE CORP 0.36% 7.942 M $ 28238 2023/03/31 2.786 M $ 28.64 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.34% 7.620 M $ 31069 2023/03/31 325.561 K $ 5.16 %
2025/09/30 LIN LINDE PLC 0.34% 7.466 M $ 15717 2023/03/31 95.122 K $ 1.24 %
2025/09/30 CCEP COCA-COLA EUROPACIFIC PARTNE 0.32% 7.150 M $ 79080 2023/06/30 -167.329 K $ -2.49 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.32% 7.105 M $ 25179 2023/03/31 -396.116 K $ -4.28 %
2025/09/30 ADBE ADOBE INC 0.31% 6.981 M $ 19790 2023/03/31 -347.989 K $ -8.82 %
2025/09/30 CSCO CISCO SYS INC 0.31% 6.921 M $ 101150 2023/03/31 -166.264 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.31% 6.906 M $ 67005 2023/03/31 424.401 K $ 5.40 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.31% 6.873 M $ 15367 2023/03/31 -1.190 M $ -17.70 %
2025/09/30 WM WASTE MGMT INC DEL 0.30% 6.776 M $ 30683 2023/03/31 -188.763 K $ -3.49 %
2025/09/30 KOS KOSMOS ENERGY LTD 0.30% 6.654 M $ 4008525 2025/03/31 -240.511 K $ -3.49 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.29% 6.526 M $ 148493 2023/03/31 108.740 K $ 1.57 %
2025/09/30 MRK MERCK & CO INC 0.29% 6.428 M $ 76592 2023/03/31 353.600 K $ 6.03 %
2025/09/30 O REALTY INCOME CORP 0.28% 6.155 M $ 101252 2023/03/31 337.938 K $ 5.52 %
2025/09/30 ABBV ABBVIE INC 0.27% 5.964 M $ 25760 2023/03/31 1.440 M $ 24.74 %
2025/09/30 TJX TJX COS INC NEW 0.27% 5.939 M $ 41089 2023/03/31 1.340 M $ 17.05 %
2025/09/30 QCOM QUALCOMM INC 0.27% 5.904 M $ 35488 2023/03/31 434.960 K $ 4.46 %
2025/09/30 WELL WELLTOWER INC 0.26% 5.879 M $ 33003 2023/03/31 746.750 K $ 15.88 %
2025/09/30 HD HOME DEPOT INC 0.26% 5.862 M $ 14468 2023/03/31 645.057 K $ 10.51 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.26% 5.838 M $ 30635 2023/03/31 314.757 K $ 6.10 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.26% 5.802 M $ 23068 2023/03/31 -857.437 K $ -19.26 %
2025/09/30 ROL ROLLINS INC 0.26% 5.778 M $ 98358 2023/03/31 91.503 K $ 4.11 %
2025/09/30 VTR VENTAS INC 0.26% 5.748 M $ 82128 2023/03/31 482.240 K $ 10.83 %
2025/09/30 CI THE CIGNA GROUP 0.25% 5.645 M $ 19583 2023/03/31 -998.353 K $ -12.80 %
2025/09/30 AZO AUTOZONE INC 0.25% 5.633 M $ 1313 2023/03/31 1.259 M $ 15.57 %
2025/09/30 LNG CHENIERE ENERGY INC 0.24% 5.318 M $ 22631 2023/03/31 -222.407 K $ -3.51 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.24% 5.293 M $ 21463 2023/03/31 -1.174 M $ -17.49 %
2025/09/30 XOM EXXON MOBIL CORP 0.23% 5.206 M $ 46174 2023/03/31 219.433 K $ 4.59 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.23% 5.085 M $ 104378 2023/03/31 1.494 M $ 27.07 %
2025/09/30 WCN WASTE CONNECTIONS INC 0.23% 5.029 M $ 28607 2023/03/31 -215.680 K $ -5.85 %
2025/09/30 PGR PROGRESSIVE CORP 0.23% 5.017 M $ 20316 2023/03/31 -366.961 K $ -7.46 %
2025/09/30 RTX RTX CORPORATION 0.22% 4.973 M $ 29719 2023/03/31 871.664 K $ 14.59 %
2025/09/30 GIS GENERAL MLS INC 0.22% 4.970 M $ 98564 2023/03/31 -129.308 K $ -2.68 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.22% 4.903 M $ 14198 2023/03/31 538.746 K $ 10.68 %
2025/09/30 INTU INTUIT 0.21% 4.781 M $ 7001 2023/03/31 -433.854 K $ -13.30 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.21% 4.723 M $ 28230 2023/03/31 952.617 K $ 35.76 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.21% 4.679 M $ 58532 2023/03/31 -420.173 K $ -12.06 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.21% 4.633 M $ 9552 2023/03/31 658.279 K $ 19.62 %
2025/09/30 AON AON PLC 0.20% 4.528 M $ 12699 2023/03/31 -1.713 K $ -0.05 %
2025/09/30 CRM SALESFORCE INC 0.20% 4.507 M $ 19017 2023/03/31 -656.267 K $ -13.09 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.20% 4.492 M $ 832 2023/03/31 -310.026 K $ -6.74 %
2025/09/30 CVX CHEVRON CORP NEW 0.20% 4.491 M $ 28919 2023/03/31 227.721 K $ 8.45 %
2025/09/30 RSG REPUBLIC SVCS INC 0.20% 4.453 M $ 19405 2023/03/31 -221.576 K $ -6.95 %
2025/09/30 AME AMETEK INC 0.20% 4.404 M $ 23428 2023/03/31 81.509 K $ 3.89 %
2025/09/30 PEP PEPSICO INC 0.19% 4.309 M $ 30685 2023/03/31 366.559 K $ 6.36 %
2025/09/30 PFE PFIZER INC 0.19% 4.209 M $ 165185 2023/03/31 194.815 K $ 5.12 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.19% 4.168 M $ 53591 2023/03/31 -2.683 K $ -0.56 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.19% 4.162 M $ 14180 2023/03/31 -208.242 K $ -4.83 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.19% 4.154 M $ 41330 2023/03/31 4.536 K $ 0.17 %
2025/09/30 CBRE CBRE GROUP INC 0.19% 4.122 M $ 26161 2023/03/31 516.886 K $ 12.45 %
2025/09/30 BAC BANK AMERICA CORP 0.18% 4.111 M $ 79688 2023/03/31 428.703 K $ 9.02 %
2025/09/30 K KELLANOVA 0.18% 4.096 M $ 49934 2023/03/31 43.677 K $ 3.13 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.18% 4.028 M $ 4352 2023/03/31 -271.774 K $ -6.50 %
2025/09/30 VRSN VERISIGN INC 0.18% 3.975 M $ 14219 2023/03/31 -95.096 K $ -3.20 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.18% 3.971 M $ 24545 2023/03/31 600.081 K $ 14.02 %
2025/09/30 T AT&T INC 0.18% 3.958 M $ 140165 2023/03/31 -107.203 K $ -2.42 %
2025/09/30 AMAT APPLIED MATLS INC 0.18% 3.923 M $ 19161 2023/03/31 534.360 K $ 11.84 %
2025/09/30 EXC EXELON CORP 0.18% 3.905 M $ 86758 2023/03/31 100.274 K $ 3.66 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.17% 3.852 M $ 43954 2023/03/31 -199.305 K $ -8.82 %