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
401
$11.8M 0.04%
179,034
-67,539
402
$11.5M 0.04%
81,839
+6,240
403
$11.4M 0.04%
520,250
+392,060
404
$11.3M 0.04%
69,164
+15,224
405
$11.3M 0.04%
380,555
-30,085
406
$11.3M 0.04%
121,167
+38,082
407
$11.2M 0.04%
368,236
+98,168
408
$11M 0.04%
96,127
-78,117
409
$10.8M 0.04%
217,036
+57,373
410
$10.8M 0.04%
1,027,976
-887,777
411
$10.8M 0.04%
379,480
-16,448
412
$10.7M 0.04%
79,775
+16,100
413
$10.7M 0.04%
218,994
-4,839
414
$10.7M 0.04%
63,343
-41,574
415
$10.6M 0.04%
41,125
-19,500
416
$10.6M 0.04%
+330,790
417
$10.5M 0.04%
51,059
-3,037
418
$10.3M 0.04%
215,774
-39,378
419
$10.3M 0.04%
161,771
-354
420
$10.3M 0.04%
212,117
-237,786
421
$10.3M 0.04%
+68,280
422
$10.2M 0.04%
121,134
+1,403
423
$10.1M 0.04%
360,243
-1,442
424
$10.1M 0.04%
741,144
+321,978
425
$10.1M 0.04%
306,866
+175,152
15 16
17
18 19