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
$18.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$316M
3
+$316M
4
JPM icon
JPMorgan Chase
JPM
+$308M
5
XOM icon
Exxon Mobil
XOM
+$287M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.07%
2 Financials 14.1%
3 Technology 12.23%
4 Energy 9.96%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$829K ﹤0.01%
+21,539
852
$821K ﹤0.01%
+205,600
853
$814K ﹤0.01%
+7,882
854
$806K ﹤0.01%
+7,772
855
$784K ﹤0.01%
+57,900
856
$782K ﹤0.01%
+70,700
857
$781K ﹤0.01%
+16,738
858
$776K ﹤0.01%
+25,400
859
$770K ﹤0.01%
+67,600
860
$767K ﹤0.01%
+33,400
861
$759K ﹤0.01%
+50,000
862
$758K ﹤0.01%
+32,710
863
$749K ﹤0.01%
+62,400
864
$746K ﹤0.01%
+48,750
865
$743K ﹤0.01%
+33,700
866
$734K ﹤0.01%
+2,642
867
$731K ﹤0.01%
+48,093
868
$729K ﹤0.01%
+8,149
869
$725K ﹤0.01%
+29,500
870
$719K ﹤0.01%
+25,864
871
$718K ﹤0.01%
+95,900
872
$715K ﹤0.01%
+27,400
873
$712K ﹤0.01%
+22,600
874
$712K ﹤0.01%
+26,000
875
$705K ﹤0.01%
+8,118
33 34
35
36 37