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
701
$2.51M 0.01%
39,779
-56,287
702
$2.48M 0.01%
36,681
+8,048
703
$2.44M 0.01%
46,324
+42,223
704
$2.43M 0.01%
82,444
+35,165
705
$2.42M 0.01%
89,575
706
$2.4M 0.01%
146,910
-914
707
$2.37M 0.01%
44,340
-27,374
708
$2.35M 0.01%
31,677
-610
709
$2.33M 0.01%
13,356
-45,282
710
$2.32M 0.01%
20,075
+12,300
711
$2.31M 0.01%
9,674
-1,285
712
$2.29M 0.01%
73,500
+64,300
713
$2.27M 0.01%
+69,500
714
$2.27M 0.01%
75,000
715
$2.24M 0.01%
4,104
-411
716
$2.2M 0.01%
180,129
717
$2.19M 0.01%
18,000
+8,200
718
$2.19M 0.01%
27,400
-12,600
719
$2.16M 0.01%
173,475
720
$2.15M 0.01%
22,000
+5,900
721
$2.15M 0.01%
47,150
722
$2.12M 0.01%
+337,400
723
$2.12M 0.01%
95,225
724
$2.12M 0.01%
36,000
+18,600
725
$2.11M 0.01%
54,500
-3,900
27 28
29
30 31