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
426
$10.1M 0.04%
247,086
-25,679
427
$10.1M 0.04%
259,587
-6,643
428
$9.98M 0.04%
139,776
-35,695
429
$9.92M 0.04%
1,213,902
-25,128
430
$9.9M 0.04%
136,797
-62,999
431
$9.82M 0.04%
1,123,518
-49,804
432
$9.79M 0.04%
121,905
-862
433
$9.79M 0.04%
641,666
434
$9.71M 0.04%
131,553
-10,845
435
$9.63M 0.03%
699,190
-276,316
436
$9.63M 0.03%
+128,928
437
$9.59M 0.03%
299,080
-248,777
438
$9.54M 0.03%
212,079
-307,816
439
$9.52M 0.03%
205,180
-265,480
440
$9.5M 0.03%
233,438
+187,094
441
$9.42M 0.03%
57,576
-3,866
442
$9.42M 0.03%
218,952
-70,057
443
$9.29M 0.03%
76,500
+300
444
$9.24M 0.03%
81,233
-122,247
445
$9.22M 0.03%
257,269
+155,069
446
$9.12M 0.03%
44,532
+92
447
$9.1M 0.03%
100,410
-71,920
448
$9.1M 0.03%
296,306
+40,613
449
$9.07M 0.03%
80,000
+18,500
450
$8.93M 0.03%
+230,807
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