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
+2.7%
1 Year Return
+20.97%
3 Year Return
+97.23%
5 Year Return
10 Year Return
AUM
$288B
AUM Growth
+$16.2B
Cap. Flow
+$10.8B
Cap. Flow %
3.75%
Top 10 Hldgs %
28.05%
Holding
2,219
New
264
Increased
1,032
Reduced
655
Closed
70

Top Sells

1
AVGO icon
Broadcom
AVGO
+$1.38B
2
MRK icon
Merck
MRK
+$652M
3
DIS icon
Walt Disney
DIS
+$542M
4
GILD icon
Gilead Sciences
GILD
+$410M
5
AMZN icon
Amazon
AMZN
+$346M

Sector Composition

1 Technology 31.8%
2 Consumer Discretionary 12.32%
3 Financials 12.29%
4 Healthcare 11.25%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STWD icon
1901
Starwood Property Trust
STWD
$7.53B
$1.54K ﹤0.01%
+82
New +$1.54K
VRDN icon
1902
Viridian Therapeutics
VRDN
$1.62B
$1.49K ﹤0.01%
+78
New +$1.49K
ESNT icon
1903
Essent Group
ESNT
$6.29B
$1.49K ﹤0.01%
+27
New +$1.49K
IBCP icon
1904
Independent Bank Corp
IBCP
$682M
$1.48K ﹤0.01%
+44
New +$1.48K
ABG icon
1905
Asbury Automotive
ABG
$5B
$1.45K ﹤0.01%
+6
New +$1.45K
GRC icon
1906
Gorman-Rupp
GRC
$1.13B
$1.44K ﹤0.01%
38
BHC icon
1907
Bausch Health
BHC
$2.71B
$1.35K ﹤0.01%
+172
New +$1.35K
KREF
1908
KKR Real Estate Finance Trust
KREF
$646M
$1.31K ﹤0.01%
+130
New +$1.31K
BYD icon
1909
Boyd Gaming
BYD
$6.92B
$1.29K ﹤0.01%
+18
New +$1.29K
IJH icon
1910
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.26K ﹤0.01%
20
IVR icon
1911
Invesco Mortgage Capital
IVR
$523M
$1.19K ﹤0.01%
+148
New +$1.19K
FNA
1912
DELISTED
Paragon 28, Inc.
FNA
$1.13K ﹤0.01%
+109
New +$1.13K
CLDX icon
1913
Celldex Therapeutics
CLDX
$1.55B
$1.11K ﹤0.01%
+42
New +$1.11K
PLOW icon
1914
Douglas Dynamics
PLOW
$767M
$1.11K ﹤0.01%
+46
New +$1.11K
SMMT icon
1915
Summit Therapeutics
SMMT
$14.4B
$1.09K ﹤0.01%
+58
New +$1.09K
VITL icon
1916
Vital Farms
VITL
$2.11B
$1.06K ﹤0.01%
27
-5,553
-100% -$219K
EVRI
1917
DELISTED
Everi Holdings
EVRI
$1.06K ﹤0.01%
+78
New +$1.06K
PRKS icon
1918
United Parks & Resorts
PRKS
$2.9B
$1.03K ﹤0.01%
18
-190,020
-100% -$10.9M
CHCT
1919
Community Healthcare Trust
CHCT
$447M
$1.02K ﹤0.01%
+53
New +$1.02K
ERAS icon
1920
Erasca
ERAS
$440M
$1.01K ﹤0.01%
+367
New +$1.01K
MOV icon
1921
Movado Group
MOV
$428M
$999 ﹤0.01%
52
-3,048
-98% -$58.6K
IMAX icon
1922
IMAX
IMAX
$1.67B
$966 ﹤0.01%
+41
New +$966
RLAY icon
1923
Relay Therapeutics
RLAY
$700M
$966 ﹤0.01%
+200
New +$966
SRRK icon
1924
Scholar Rock
SRRK
$3.04B
$940 ﹤0.01%
+23
New +$940
CMP icon
1925
Compass Minerals
CMP
$794M
$938 ﹤0.01%
+80
New +$938