Amundi

Amundi Portfolio holdings

AUM $290B
1-Year Return 20.97%
 

Amundi, established in 2010 through the merger of Crédit Agricole and Société Générale’s asset management arms, is Europe’s largest asset management firm, headquartered in Paris, France, overseeing €2.2 trillion ($2.3 trillion USD) in assets as of late 2024. Serving institutional clients, financial advisors, and retail investors across 35 countries, Amundi offers a broad spectrum of investment solutions, including active and passive funds, ETFs, and sustainable investing options, with a strong focus on cost efficiency and ESG (environmental, social, governance) principles. The firm’s growth has been fueled by strategic acquisitions, such as Pioneer Investments in 2017 and Lyxor in 2021, enhancing its global reach and expertise in index tracking and alternatives. Majority-owned by Crédit Agricole, Amundi combines French financial heritage with a modern, client-centric approach, maintaining a dominant position in Europe while expanding in Asia and the Americas.

This Quarter Return
+14.11%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$290B
AUM Growth
+$15B
Cap. Flow
-$29.7B
Cap. Flow %
-10.24%
Top 10 Hldgs %
31.16%
Holding
2,255
New
66
Increased
639
Reduced
831
Closed
577

Top Sells

1
MSFT icon
Microsoft
MSFT
+$3.54B
2
NVDA icon
NVIDIA
NVDA
+$1.91B
3
ORCL icon
Oracle
ORCL
+$1.26B
4
LLY icon
Eli Lilly
LLY
+$1.08B
5
UBER icon
Uber
UBER
+$1.04B

Sector Composition

1 Technology 34.3%
2 Consumer Discretionary 12.48%
3 Financials 11.56%
4 Healthcare 9.6%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HEI.A icon
651
HEICO Class A
HEI.A
$35B
$27.7M 0.01%
111,039
-86,255
-44% -$21.5M
MRNA icon
652
Moderna
MRNA
$9.66B
$27.5M 0.01%
909,429
-425,861
-32% -$12.9M
OSK icon
653
Oshkosh
OSK
$8.9B
$27.5M 0.01%
224,765
+193,406
+617% +$23.7M
MOH icon
654
Molina Healthcare
MOH
$9.51B
$26.8M 0.01%
111,968
+25,830
+30% +$6.17M
BAM icon
655
Brookfield Asset Management
BAM
$91.8B
$26.4M 0.01%
475,199
+173,673
+58% +$9.65M
EPRT icon
656
Essential Properties Realty Trust
EPRT
$6.04B
$26.4M 0.01%
828,260
+71,501
+9% +$2.28M
MWA icon
657
Mueller Water Products
MWA
$4.18B
$26.3M 0.01%
1,068,539
+112,197
+12% +$2.77M
MHK icon
658
Mohawk Industries
MHK
$8.67B
$26M 0.01%
233,512
-48,917
-17% -$5.44M
DKNG icon
659
DraftKings
DKNG
$23B
$25.4M 0.01%
613,754
-329,243
-35% -$13.6M
NTRA icon
660
Natera
NTRA
$23B
$25.2M 0.01%
155,858
-343,056
-69% -$55.4M
RIVN icon
661
Rivian
RIVN
$17B
$25M 0.01%
1,946,238
-670,212
-26% -$8.63M
TU icon
662
Telus
TU
$25.1B
$24.8M 0.01%
1,529,847
+167,082
+12% +$2.71M
GKOS icon
663
Glaukos
GKOS
$5.27B
$24.8M 0.01%
239,279
+11,989
+5% +$1.24M
FELE icon
664
Franklin Electric
FELE
$4.34B
$24.7M 0.01%
265,964
+10,925
+4% +$1.02M
EFAV icon
665
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$24.7M 0.01%
292,700
-23,500
-7% -$1.98M
ESTC icon
666
Elastic
ESTC
$9.81B
$24.6M 0.01%
292,102
-263,384
-47% -$22.2M
BWA icon
667
BorgWarner
BWA
$9.61B
$24.5M 0.01%
747,231
+35,853
+5% +$1.18M
AVTR icon
668
Avantor
AVTR
$8.95B
$24.5M 0.01%
1,764,563
+127,059
+8% +$1.76M
WPC icon
669
W.P. Carey
WPC
$14.7B
$24.5M 0.01%
386,651
+109,980
+40% +$6.96M
INFY icon
670
Infosys
INFY
$69.6B
$24.4M 0.01%
1,292,231
-101,778
-7% -$1.92M
VIK icon
671
Viking Holdings
VIK
$28.3B
$24.3M 0.01%
445,840
-403,448
-48% -$22M
INSP icon
672
Inspire Medical Systems
INSP
$2.47B
$24M 0.01%
183,956
+1,703
+0.9% +$223K
IXN icon
673
iShares Global Tech ETF
IXN
$5.79B
$24M 0.01%
260,100
TW icon
674
Tradeweb Markets
TW
$25.5B
$23.9M 0.01%
172,470
-434,159
-72% -$60.2M
AMH icon
675
American Homes 4 Rent
AMH
$12.9B
$23.8M 0.01%
670,960
+89,506
+15% +$3.17M