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
726
$2.1M 0.01%
624,660
+91,402
727
$2.08M 0.01%
+93,700
728
$2.07M 0.01%
14,600
+6,100
729
$2.07M 0.01%
6,400
-400
730
$2.06M 0.01%
51,800
-500
731
$2.06M 0.01%
81,200
+52,700
732
$2.04M 0.01%
18,262
-1,341
733
$2.04M 0.01%
31,601
-17,336
734
$2.03M 0.01%
35,672
-21,000
735
$2.03M 0.01%
460,870
+425,392
736
$2.02M 0.01%
283,600
+11,000
737
$2M 0.01%
+271,100
738
$1.99M 0.01%
304,400
739
$1.98M 0.01%
23,475
-400
740
$1.98M 0.01%
20,000
741
$1.98M 0.01%
61,151
-188
742
$1.97M 0.01%
52,250
743
$1.95M 0.01%
86,400
744
$1.94M 0.01%
6,909
-40,193
745
$1.93M 0.01%
67,988
+32,927
746
$1.93M 0.01%
419,653
+48,081
747
$1.88M 0.01%
150,500
+63,000
748
$1.88M 0.01%
+226,796
749
$1.87M 0.01%
93,950
750
$1.86M 0.01%
27,275
-34,900
28 29
30
31 32