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
$18.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$316M
3
+$316M
4
JPM icon
JPMorgan Chase
JPM
+$308M
5
XOM icon
Exxon Mobil
XOM
+$287M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.07%
2 Financials 14.1%
3 Technology 12.23%
4 Energy 9.96%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.81M 0.02%
+60,580
527
$3.81M 0.02%
+63,368
528
$3.8M 0.02%
+72,794
529
$3.78M 0.02%
+62,360
530
$3.74M 0.02%
+91,318
531
$3.73M 0.02%
+74,060
532
$3.71M 0.02%
+106,000
533
$3.69M 0.02%
+106,990
534
$3.69M 0.02%
+95,000
535
$3.69M 0.02%
+113,380
536
$3.66M 0.02%
+171,000
537
$3.64M 0.02%
+146,956
538
$3.63M 0.02%
+40,637
539
$3.6M 0.02%
+32,188
540
$3.6M 0.02%
+133,866
541
$3.59M 0.02%
+326,900
542
$3.59M 0.02%
+33,333
543
$3.58M 0.02%
+91,400
544
$3.56M 0.02%
+210,000
545
$3.55M 0.02%
+153,390
546
$3.51M 0.02%
+432,496
547
$3.5M 0.02%
+130,398
548
$3.49M 0.02%
+719,421
549
$3.45M 0.02%
+127,073
550
$3.45M 0.02%
+61,557
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