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Asset Manager ← All Institutions

Erste Asset Management GmbH

Q1 2026 · Filed 2026-02-11
Market Value
$0
-100.0%
Holdings
588
-68
New Purchases
0
Added To
0
Closed
588
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $0 0%
Large Cap 370 $0 0%
Mid Cap 119 $0 0%
Small Cap 34 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$130.0B
Median Market Cap
$30.5B
Avg P/E
32.9
Median P/E
25.1
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
572
# ETFs / Funds
16

Top Holdings (588 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-A —% -$2M -3 -100.0% SOLD
2 ABT —% -$189M -1,510,824 -100.0% SOLD
3 T —% -$25M -996,755 -100.0% SOLD
4 YUM —% -$451K -2,960 -100.0% SOLD
5 AVB —% -$1M -5,900 -100.0% SOLD
6 BDX —% -$506K -2,591 -100.0% SOLD
7 EXR —% -$588K -4,500 -100.0% SOLD
8 EXPD —% -$526K -3,479 -100.0% SOLD
9 ALB —% -$506K -3,500 -100.0% SOLD
10 AMP —% -$17M -34,480 -100.0% SOLD
11 IBP —% -$14M -51,021 -100.0% SOLD
12 ATR —% -$353K -2,872 -100.0% SOLD
13 CVS —% -$4M -53,402 -100.0% SOLD
14 CTRE —% -$2M -40,600 -100.0% SOLD
15 DIS —% -$20M -173,379 -100.0% SOLD
16 CVX —% -$5M -29,532 -100.0% SOLD
17 UNFI —% -$1M -30,468 -100.0% SOLD
18 AR —% -$269K -78 -100.0% SOLD
19 ED —% -$462K -4,642 -100.0% SOLD
20 DECK —% -$101K -131 -100.0% SOLD
21 FDX —% -$4M -14,699 -100.0% SOLD
22 ALL —% -$8M -37,472 -100.0% SOLD
23 BFAM —% -$1M -13,733 -100.0% SOLD
24 CDE —% -$2M -104,464 -100.0% SOLD
25 UBER —% -$21M -252,240 -100.0% SOLD
26 CFG —% -$6M -97,441 -100.0% SOLD
27 HPE —% -$218K -8,980 -100.0% SOLD
28 AA —% -$842K -15,683 -100.0% SOLD
29 NOW —% -$47M -303,961 -100.0% SOLD
30 LHX —% -$2M -5,086 -100.0% SOLD
31 AEM —% -$21M -124,249 -100.0% SOLD
32 Q —% -$55K -669 -100.0% SOLD
33 AGCO —% -$2M -23,006 -100.0% SOLD
34 ALV —% -$1M -9,970 -100.0% SOLD
35 BMY —% -$3M -54,391 -100.0% SOLD
36 XOM —% -$6M -47,326 -100.0% SOLD
37 ATI —% -$3M -25,780 -100.0% SOLD
38 AME —% -$9M -44,123 -100.0% SOLD
39 GLW —% -$9M -101,944 -100.0% SOLD
40 NEE —% -$17M -204,853 -100.0% SOLD
41 AMT —% -$7M -39,876 -100.0% SOLD
42 CMG —% -$77K -2,080 -100.0% SOLD
43 HWM —% -$591K -2,830 -100.0% SOLD
44 IVZ —% -$6M -211,613 -100.0% SOLD
45 ZTS —% -$577K -4,581 -100.0% SOLD
46 RBC —% -$32M -71,000 -100.0% SOLD
47 AIG —% -$465K -5,375 -100.0% SOLD
48 VEEV —% -$60K -285 -100.0% SOLD
49 DLR —% -$499K -3,206 -100.0% SOLD
50 MAIN —% -$4K -63 -100.0% SOLD
51 SNOW —% -$9M -41,643 -100.0% SOLD
52 HLT —% -$6M -21,517 -100.0% SOLD
53 SE —% -$11M -88,700 -100.0% SOLD
54 APD —% -$14M -55,935 -100.0% SOLD
55 ZBH —% -$147K -1,200 -100.0% SOLD
56 WD —% -$12M -200,000 -100.0% SOLD
57 TREX —% -$2M -48,010 -100.0% SOLD
58 CARR —% -$492K -9,177 -100.0% SOLD
59 BAP —% -$1M -5,000 -100.0% SOLD
60 VICI —% -$2M -68,409 -100.0% SOLD
61 ANET —% -$14M -106,405 -100.0% SOLD
62 GE —% -$7M -22,662 -100.0% SOLD
63 GS —% -$39M -44,054 -100.0% SOLD
64 CRM —% -$46M -173,403 -100.0% SOLD
65 B —% -$2M -43,700 -100.0% SOLD
66 WST —% -$207K -752 -100.0% SOLD
67 ICE —% -$22M -134,748 -100.0% SOLD
68 AFL —% -$3M -23,136 -100.0% SOLD
69 CVE —% -$1M -60,657 -100.0% SOLD
70 FRT —% -$878K -8,600 -100.0% SOLD
71 GIB —% -$2M -23,693 -100.0% SOLD
72 MS —% -$43M -242,645 -100.0% SOLD
73 HUBB —% -$18M -39,659 -100.0% SOLD
74 OTIS —% -$17M -188,083 -100.0% SOLD
75 AG —% -$1M -83,459 -100.0% SOLD
76 AHR —% -$1M -29,000 -100.0% SOLD
77 HD —% -$39M -111,808 -100.0% SOLD
78 AXP —% -$27M -71,562 -100.0% SOLD
79 DVN —% -$774K -21,400 -100.0% SOLD
80 RJF —% -$392K -2,389 -100.0% SOLD
81 ABBV —% -$63M -273,575 -100.0% SOLD
82 EGO —% -$1M -39,700 -100.0% SOLD
83 DHR —% -$14M -59,369 -100.0% SOLD
84 ECL —% -$43M -163,731 -100.0% SOLD
85 WTS —% -$8M -29,927 -100.0% SOLD
86 AJG —% -$519K -1,974 -100.0% SOLD
87 CL —% -$4M -51,984 -100.0% SOLD
88 IQV —% -$15M -65,742 -100.0% SOLD
89 HASI —% -$73M -2,251,786 -100.0% SOLD
90 CAH —% -$405K -1,955 -100.0% SOLD
91 EQR —% -$2M -24,100 -100.0% SOLD
92 APO —% -$3K -20 -100.0% SOLD
93 BBY —% -$6M -94,460 -100.0% SOLD
94 DRI —% -$470K -2,517 -100.0% SOLD
95 BLK —% -$38M -35,231 -100.0% SOLD
96 AMRC —% -$4M -132,189 -100.0% SOLD
97 HSY —% -$8M -41,834 -100.0% SOLD
98 SPG —% -$3M -15,632 -100.0% SOLD
99 A —% -$20M -146,509 -100.0% SOLD
100 DAR —% -$27M -740,935 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
T —%
YUM —%
AVB —%
BDX —%
EXR —%
EXPD —%
ALB —%
AMP —%
IBP —%
ATR —%
GLW —%
BRK-A —%
DIS —%
View SEC EDGAR Filings for Erste Asset Management GmbH →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms