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
1176
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1177
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1178
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1179
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1180
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1181
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-285,210
1182
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-4,713
1183
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-112,559
1184
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-201,550
1185
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-10,400
1186
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-13,300
1187
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-6,931
1188
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-609,204
1189
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-28,400
1190
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-21,900
1191
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-11,100
1192
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1193
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1194
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1195
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-95,596
1196
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-21,100
1197
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-28,900
1198
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-27,540
1199
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-75,536
1200
– –
-125,023
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