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
676
$2.85M 0.01%
+74,929
677
$2.82M 0.01%
+59,800
678
$2.81M 0.01%
507,700
+202,175
679
$2.77M 0.01%
34,900
-42,000
680
$2.74M 0.01%
112,408
+22,793
681
$2.73M 0.01%
10,450
-22,800
682
$2.72M 0.01%
26,079
+17,598
683
$2.71M 0.01%
44,100
+27,300
684
$2.69M 0.01%
132,100
-10,200
685
$2.68M 0.01%
18,980
+13,551
686
$2.68M 0.01%
61,000
-1,700
687
$2.67M 0.01%
73,800
+62,200
688
$2.66M 0.01%
5,469
-1,617
689
$2.65M 0.01%
78,130
-259,997
690
$2.64M 0.01%
81,825
-127,800
691
$2.64M 0.01%
62,336
692
$2.62M 0.01%
38,963
-4,794
693
$2.6M 0.01%
40,140
+29,762
694
$2.59M 0.01%
+110,700
695
$2.59M 0.01%
198,000
+157,300
696
$2.59M 0.01%
49,803
+7,802
697
$2.59M 0.01%
81,175
698
$2.58M 0.01%
44,926
-156,286
699
$2.55M 0.01%
73,250
-3,400
700
$2.52M 0.01%
10,166
-17
26 27
28
29 30