Axa

Axa Portfolio holdings

AUM $199M
1-Year Est. Return 24.93%
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.7B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$62.7M
3
+$60.9M
4
VZ icon
Verizon
VZ
+$52.7M
5
MRNA icon
Moderna
MRNA
+$52.3M

Top Sells

1
+$108M
2
+$88.5M
3
+$55.4M
4
RACE icon
Ferrari
RACE
+$53.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.9M

Sector Composition

1 Technology 27.03%
2 Healthcare 20.96%
3 Financials 10.74%
4 Consumer Discretionary 10.18%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.8M 0.08%
351,764
-327,414
277
$22.7M 0.08%
37,898
+23,661
278
$22.6M 0.08%
192,132
-6,303
279
$22.6M 0.08%
162,655
+32,659
280
$22.5M 0.08%
515,293
-83,709
281
$22.3M 0.08%
90,649
-22,722
282
$22.1M 0.08%
197,333
+1,348
283
$22M 0.08%
+321,100
284
$21.7M 0.08%
379,772
+266,935
285
$21.7M 0.08%
183,186
+61,510
286
$21.6M 0.08%
136,532
-33,963
287
$21.2M 0.08%
246,507
+40,495
288
$21.2M 0.08%
91,635
-55,143
289
$21.2M 0.08%
383,080
+20,700
290
$20.9M 0.08%
414,480
-425,540
291
$20.8M 0.08%
1,870,318
+163,019
292
$20.7M 0.07%
184,679
+27,383
293
$20.7M 0.07%
1,792,771
+404,167
294
$20.4M 0.07%
264,512
-71,736
295
$20.4M 0.07%
332,530
+96,579
296
$20.4M 0.07%
60,547
+11,439
297
$20.2M 0.07%
276,730
-14,545
298
$20M 0.07%
745,679
-51,967
299
$20M 0.07%
23,578
-353
300
$19.9M 0.07%
75,072
+32,543
10 11
12
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