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
$22B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$51.9M
3
+$47.6M
4
T icon
AT&T
T
+$43.2M
5
ORCL icon
Oracle
ORCL
+$38.7M

Top Sells

1
+$56.9M
2
+$54M
3
+$52.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$50.9M
5
WFC icon
Wells Fargo
WFC
+$49.3M

Sector Composition

1 Technology 17.57%
2 Healthcare 16.24%
3 Financials 11.47%
4 Consumer Discretionary 9.38%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.42M 0.01%
27,940
+3,400
827
$1.41M 0.01%
258,573
+191,400
828
$1.4M 0.01%
28,799
+9,300
829
$1.4M 0.01%
31,900
-1,000
830
$1.38M 0.01%
24,391
-11,700
831
$1.37M 0.01%
145,110
-72,490
832
$1.36M 0.01%
12,342
833
$1.36M 0.01%
38,771
+4,250
834
$1.35M 0.01%
27,496
-7,550
835
$1.34M 0.01%
28,900
-1,800
836
$1.31M 0.01%
27,848
+500
837
$1.31M 0.01%
+80,500
838
$1.31M 0.01%
16,925
839
$1.3M 0.01%
139,915
+29,882
840
$1.3M 0.01%
31,000
+9,000
841
$1.3M 0.01%
25,229
842
$1.28M 0.01%
26,617
+7,756
843
$1.28M 0.01%
13,753
-3,700
844
$1.28M 0.01%
28,505
-10,252
845
$1.28M 0.01%
139,000
846
$1.27M 0.01%
20,524
847
$1.27M 0.01%
50,000
848
$1.27M 0.01%
+8,110
849
$1.26M 0.01%
35,000
-5,400
850
$1.26M 0.01%
+24,000
32 33
34
35 36