Top Technology Holdings   Top 20 Technology Funds
Top Technology Holdings
August 2, 2002

  

This
Week

Last
Week

 

Company Name

Symbol

Added

Reduced

No Change

Total

1

1

 

Microsoft Corporation

MSFT

2

3

5

10

2

3

 

Dell Computer Corporation

DELL

2

4

3

9

3

3

 

Cisco Systems Inc.

CSCO

3

3

2

8

4

5

 

Intel Corporation

INTC

5

1

1

7

5

6

 

eBay Inc.

EBAY

3

2

2

7

6

9

 

United Microelectronics Corp.

UMC

3

0

3

6

7

2

 

Taiwan Semiconductor Mfg. Co.

TSM

3

1

2

6

7

13

 

Texas Instruments Inc.

TXN

2

1

2

5

9

10

 

Applied Materials Inc.

AMAT

3

0

1

4

10

7

 

Microchip Technology Inc.

MCHP

3

1

0

4

10

8

 

Intuit Inc.

INTU

3

1

0

4

12

13

 

UTStarcom Inc.

UTSI

1

1

2

4

13

13

 

International Business Machines

IBM

0

3

1

4

14

11

 

Electronic Arts Inc.

ERTS

1

0

2

3

15

-

 

National Semiconductor Corp.

NSM

0

0

3

3

16

-

 

Oracle Corporation

ORCL

0

3

0

3

17

16

 

Zoran Corporation

ZRAN

2

0

0

2

17

16

 

Electronic Data Systems Corp.

EDS

2

0

0

2

17

-

 

Hewlett-Packard Company

HPQ

2

0

0

2

20

11

 

Maxim Integrated Products Inc.

MXIM

1

0

1

2

The table above contains the top holdings of the best performing technology funds. Only the top ten holdings of the top twenty technology funds were included in the database. The table is sorted by Total (in descending order), then by Added (in descending order), then by Reduced (in ascending order).

Added = the number of top twenty technology funds that added to their position.
Reduced = the number of top twenty technology funds that reduced their position.
No Change = the number of top twenty technology funds that did not change their position.

The table could be used as a contrarian indicator.  It is usually a bearish sign if a stock shows up as a top ten holding in more than five of the best performing funds.

The figures are based on the most recent report issued by the funds. Since many mutual funds report holdings information on a quarterly basis, the data above may not reflect the current actions taken by the top twenty technology funds.