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
1126
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1127
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1128
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-96,798
1129
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-82,459
1130
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1131
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-2,700
1132
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-47,900
1133
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-6,800
1134
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-375,279
1135
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-633,891
1136
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-10,100
1137
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-8,638
1138
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-34,800
1139
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1140
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-963
1141
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-266,477
1142
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1143
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1144
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1145
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1146
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1147
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1148
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-38,287
1149
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-55,100
1150
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-77,400
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