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
476
$7.86M 0.03%
174,697
+1,575
477
$7.83M 0.03%
38,700
-2,500
478
$7.8M 0.03%
93,775
+400
479
$7.76M 0.03%
479,843
+464,052
480
$7.7M 0.03%
394,093
+123,765
481
$7.66M 0.03%
72,000
482
$7.65M 0.03%
63,600
+37,400
483
$7.63M 0.03%
70,000
-21,281
484
$7.61M 0.03%
19,802
-11,481
485
$7.58M 0.03%
41,041
+20,538
486
$7.53M 0.03%
145,704
-784
487
$7.52M 0.03%
190,794
-1,042
488
$7.47M 0.03%
+24,087
489
$7.4M 0.03%
42,129
-22,112
490
$7.23M 0.03%
109,700
-9,900
491
$7.22M 0.03%
258,388
+26,257
492
$7.18M 0.03%
48,241
+45,736
493
$7.14M 0.03%
176,421
-81,126
494
$6.95M 0.03%
59,200
495
$6.91M 0.02%
28,254
-15,964
496
$6.91M 0.02%
153,000
-34,100
497
$6.86M 0.02%
134,668
+59,072
498
$6.84M 0.02%
383,151
-2,261
499
$6.73M 0.02%
101,425
-106,200
500
$6.64M 0.02%
51,700
-5,000
18 19
20
21 22