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
576
$4.92M 0.02%
46,789
-15,447
577
$4.92M 0.02%
+54,258
578
$4.92M 0.02%
+90,000
579
$4.91M 0.02%
+788,366
580
$4.88M 0.02%
72,000
+11,075
581
$4.86M 0.02%
73,425
-1,600
582
$4.81M 0.02%
205,000
+45,000
583
$4.78M 0.02%
130,861
+51
584
$4.78M 0.02%
128,883
-29,398
585
$4.76M 0.02%
+870,372
586
$4.73M 0.02%
61,885
+30,238
587
$4.73M 0.02%
90,437
-1,265
588
$4.72M 0.02%
129,400
+109,000
589
$4.68M 0.02%
156,959
+87,898
590
$4.67M 0.02%
29,344
-2,473
591
$4.63M 0.02%
111,325
-118,741
592
$4.62M 0.02%
36,837
+1,947
593
$4.61M 0.02%
50,517
+600
594
$4.58M 0.02%
98,000
595
$4.58M 0.02%
72,814
-40,255
596
$4.52M 0.02%
65,775
597
$4.5M 0.02%
280,000
598
$4.5M 0.02%
123,600
+90,900
599
$4.48M 0.02%
116,044
-1,861
600
$4.36M 0.02%
47,842
+45,461
22 23
24
25 26