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
526
$5.89M 0.02%
93,216
-103,233
527
$5.89M 0.02%
325,562
-15,453
528
$5.86M 0.02%
120,955
+52,729
529
$5.79M 0.02%
31,979
+6,746
530
$5.78M 0.02%
178,700
+150,500
531
$5.78M 0.02%
258,279
+210,244
532
$5.77M 0.02%
+11,300
533
$5.75M 0.02%
39,345
534
$5.72M 0.02%
45,528
+35,666
535
$5.7M 0.02%
271,212
-5,285
536
$5.67M 0.02%
18,885
-63,206
537
$5.66M 0.02%
197,269
+64,777
538
$5.65M 0.02%
108,900
+19,500
539
$5.64M 0.02%
+51,313
540
$5.64M 0.02%
19,896
+11,002
541
$5.62M 0.02%
42,606
-172,524
542
$5.6M 0.02%
52,953
+2,276
543
$5.58M 0.02%
597,600
-800,890
544
$5.53M 0.02%
87,588
-2,024
545
$5.52M 0.02%
162,025
+14,300
546
$5.52M 0.02%
46,055
-64,387
547
$5.46M 0.02%
65,814
-109,154
548
$5.39M 0.02%
197,531
-9,062
549
$5.38M 0.02%
158,200
-55,800
550
$5.36M 0.02%
150,364
+33,949
20 21
22
23 24