A
Aetna Portfolio holdings
AUM
$35.3M
1-Year Est. Return
7.55%
1 Year Est. Return
+7.55%
AUM
$35.3M
AUM Growth
-$9.35M
(-21%)
Holding
6
Top Buys
No buys this quarter
Sector Composition
| 1 | Industrials | 63.98% |
| 2 | Technology | 34.48% |
| 3 | Financials | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Automatic Data Processing
ADP
$102B
| $12.2M | 34.48% |
111,324
|
|
||
2
United Parcel Service
UPS
$79.4B
| $11.9M | 33.59% |
98,715
|
|
||
3
RTX Corp
RTX
$235B
| $10.7M | 30.39% |
146,824
|
|
||
4
Prudential Financial
PRU
$36.8B
| $285K | 0.81% |
2,683
|
|
||
5
Nasdaq
NDAQ
$49.2B
| $259K | 0.73% |
9,999
|
|
||
6
Qualcomm
QCOM
$185B
| – | – |
-190,360
|
|