A
Aetna Portfolio holdings
AUM
$35.3M
1-Year Est. Return
7.55%
1 Year Est. Return
+7.55%
AUM
$44.6M
AUM Growth
+$855K
(+2%)
Holding
6
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 49.72% |
| 2 | Technology | 49.09% |
| 3 | Financials | 1.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Automatic Data Processing
ADP
$102B
| $11.4M | 25.55% |
111,324
|
|
||
2
RTX Corp
RTX
$235B
| $11.3M | 25.27% |
146,824
|
|
||
3
United Parcel Service
UPS
$79.4B
| $10.9M | 24.45% |
98,715
|
|
||
4
Qualcomm
QCOM
$185B
| $10.5M | 23.55% |
190,360
|
|
||
5
Prudential Financial
PRU
$36.8B
| $290K | 0.65% |
2,683
|
|
||
6
Nasdaq
NDAQ
$49.2B
| $238K | 0.53% |
9,999
|
|