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
751
$1.82M 0.01%
40,075
+4,400
752
$1.82M 0.01%
5,246
-524
753
$1.81M 0.01%
197,825
754
$1.81M 0.01%
36,502
755
$1.8M 0.01%
+69,441
756
$1.77M 0.01%
+147,181
757
$1.77M 0.01%
19,025
+7,400
758
$1.76M 0.01%
42,533
+36,286
759
$1.75M 0.01%
66,125
760
$1.74M 0.01%
62,598
+840
761
$1.73M 0.01%
39,014
-86,511
762
$1.71M 0.01%
7,899
+6,154
763
$1.69M 0.01%
14,704
-2,869
764
$1.68M 0.01%
13,691
-7,801
765
$1.68M 0.01%
193,700
+126,675
766
$1.65M 0.01%
19,800
+12,600
767
$1.65M 0.01%
174,045
-42,991
768
$1.63M 0.01%
86,750
769
$1.61M 0.01%
17,529
-900
770
$1.58M 0.01%
+2,883
771
$1.57M 0.01%
+104,000
772
$1.57M 0.01%
65,100
+27,700
773
$1.57M 0.01%
4,644
-1,167
774
$1.56M 0.01%
+16,456
775
$1.53M 0.01%
26,700
-9,700
29 30
31
32 33