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
451
$8.9M 0.03%
71,281
+720
452
$8.88M 0.03%
+359,895
453
$8.82M 0.03%
134,187
+105,910
454
$8.76M 0.03%
78,146
-50,785
455
$8.66M 0.03%
490,650
+162,800
456
$8.6M 0.03%
40,500
-4,100
457
$8.58M 0.03%
328,499
-1,734
458
$8.46M 0.03%
70,819
-20,504
459
$8.43M 0.03%
525,653
+211,749
460
$8.37M 0.03%
534,057
+6,380
461
$8.36M 0.03%
258,273
+2,245
462
$8.35M 0.03%
201,372
-9,075
463
$8.32M 0.03%
20,726
-23,552
464
$8.29M 0.03%
217,733
+17,926
465
$8.13M 0.03%
99,168
-13,899
466
$8.11M 0.03%
279,460
467
$8.1M 0.03%
59,209
-147,459
468
$8.09M 0.03%
41,165
-222
469
$8.06M 0.03%
289,920
+41,148
470
$8.06M 0.03%
136,610
-3,623
471
$8.06M 0.03%
54,400
-11,000
472
$8.05M 0.03%
373,025
+110,700
473
$7.99M 0.03%
105,100
+26,900
474
$7.93M 0.03%
103,911
+90,683
475
$7.9M 0.03%
92,129
-3,043
17 18
19
20 21