BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

DWS Equity Sector Strategy Fund

· Deutsche Dws Asset Allocation Trust
Monthly Holdings $102M AUM 55 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 30 New 55 Added 70 Reduced 26 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NVIDIA Corp 67066G104 Feb 2026 36,410 +2,100 $7.7M +26.5% 7.54% EC
2 Microsoft Corp 594918104 Feb 2026 13,373 +150 $6.0M +15.9% 5.90% EC
3 Eli Lilly & Co 532457108 Feb 2026 1,588 +110 $1.8M +12.9% 1.72% EC
4 AbbVie Inc 00287Y109 Feb 2026 5,112 +100 $1.1M -4.3% 1.09% EC
5 Lam Research Corp 512807306 Feb 2026 3,440 +180 $1.1M +43.5% 1.07% EC
6 Johnson & Johnson 478160104 Feb 2026 4,852 +270 $1.1M -4.0% 1.07% EC
7 Visa Inc 92826C839 Feb 2026 3,265 +150 $1.1M +6.9% 1.04% EC
8 Applied Materials Inc 038222105 Feb 2026 2,277 +270 $1.0M +37.1% 1.00% EC
9 Bank of America Corp 060505104 Feb 2026 19,665 +600 $1.0M +6.8% 0.99% EC
10 Wells Fargo & Co 949746101 Feb 2026 10,003 +1,050 $776K +6.4% 0.76% EC
11 GE Aerospace 369604301 Feb 2026 2,261 +380 $732K +13.7% 0.72% EC
12 Home Depot Inc/The 437076102 Feb 2026 2,154 +450 $683K +5.3% 0.67% EC
13 KLA Corp 482480100 Feb 2026 339 +25 $651K +36.1% 0.64% EC
14 RTX Corp 75513E101 Feb 2026 3,194 +500 $574K +5.1% 0.56% EC
15 Arista Networks Inc 040413205 Feb 2026 3,575 +200 $570K +26.5% 0.56% EC
16 Abbott Laboratories 002824100 Feb 2026 6,572 +200 $563K -24.1% 0.55% EC
17 DWS 25160K306 Feb 2026 509,241 +411,068 $509K +418.7% 0.50% STIV
18 Blackrock Inc 09290D101 Feb 2026 410 +30 $429K +6.2% 0.42% EC
19 Amphenol Corp 032095101 Feb 2026 2,800 +500 $417K +24.0% 0.41% EC
20 American Express Co 025816109 Feb 2026 1,300 +350 $411K +40.2% 0.40% EC
21 Charles Schwab Corp/The 808513105 Feb 2026 4,600 +600 $402K +5.5% 0.39% EC
22 Booking Holdings Inc 09857L108 Feb 2026 2,230 +2,156 $373K +19.0% 0.37% EC
23 Emerson Electric Co 291011104 Feb 2026 2,472 +100 $356K -0.6% 0.35% EC
24 Boeing Co/The 097023105 Feb 2026 1,505 +100 $348K +8.8% 0.34% EC
25 Thermo Fisher Scientific Inc 883556102 Feb 2026 705 +50 $347K +1.7% 0.34% EC
26 Honeywell International Inc 438516106 Feb 2026 1,454 +100 $346K +4.9% 0.34% EC
27 Lockheed Martin Corp 539830109 Feb 2026 641 +190 $340K +14.6% 0.33% EC
28 Constellation Energy Corp 21037T109 Feb 2026 1,115 +140 $321K -0.2% 0.31% EC
29 McDonald's Corp 580135101 Feb 2026 1,120 +770 $313K +162.0% 0.31% EC
30 Boston Scientific Corp 101137107 Feb 2026 6,009 +1,000 $290K -24.6% 0.28% EC
31 Newmont Corp 651639106 Feb 2026 2,626 +300 $288K -4.6% 0.28% EC
32 Northrop Grumman Corp 666807102 Feb 2026 497 +110 $280K -0.1% 0.27% EC
33 Automatic Data Processing Inc 053015103 Feb 2026 1,150 +100 $255K +13.3% 0.25% EC
34 Sempra 816851109 Feb 2026 2,800 +250 $250K +1.7% 0.24% EC
35 Danaher Corp 235851102 Feb 2026 1,290 +100 $236K -6.0% 0.23% EC
36 Freeport-McMoRan Inc 35671D857 Feb 2026 3,570 +200 $235K +2.2% 0.23% EC
37 L3Harris Technologies Inc 502431109 Feb 2026 739 +200 $233K +18.5% 0.23% EC
38 Uber Technologies Inc 90353T100 Feb 2026 3,200 +1,100 $225K +42.2% 0.22% EC
39 Lowe's Cos Inc 548661107 Feb 2026 1,000 +100 $214K -10.0% 0.21% EC
40 Cummins Inc 231021106 Feb 2026 320 +30 $207K +22.2% 0.20% EC
41 Rockwell Automation Inc 773903109 Feb 2026 383 +40 $173K +23.6% 0.17% EC
42 Autodesk Inc 052769106 Feb 2026 740 +50 $171K +0.9% 0.17% EC
43 Vistra Corp 92840M102 Feb 2026 1,050 +400 $168K +48.8% 0.16% EC
44 Hewlett Packard Enterprise Co 42824C109 Feb 2026 3,300 +1,000 $142K +187.6% 0.14% EC
45 GE HealthCare Technologies Inc 36266G107 Feb 2026 1,938 +200 $121K -17.5% 0.12% EC
46 Quest Diagnostics Inc 74834L100 Feb 2026 500 +200 $97K +53.3% 0.10% EC
47 Domino's Pizza Inc 25754A201 Feb 2026 300 +100 $93K +15.7% 0.09% EC
48 Veralto Corp 92338C103 Feb 2026 1,050 +100 $86K -6.7% 0.08% EC
49 IQVIA Holdings Inc 46266C105 Feb 2026 400 +150 $73K +63.0% 0.07% EC
50 Jacobs Solutions Inc 46982L108 Feb 2026 600 +200 $72K +30.4% 0.07% EC
51 Moody's Corp 615369105 Feb 2026 150 +50 $68K +42.4% 0.07% EC
52 Global Payments Inc 37940X102 Feb 2026 839 +400 $63K +88.7% 0.06% EC
53 NRG Energy Inc 629377508 Feb 2026 453 +200 $61K +34.1% 0.06% EC
54 Tractor Supply Co 892356106 Feb 2026 1,500 +500 $47K -8.8% 0.05% EC
55 EPAM Systems Inc 29414B104 Feb 2026 461 +300 $47K +108.1% 0.05% EC