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
1201
$13K ﹤0.01%
+1,000
1202
$13K ﹤0.01%
+800
1203
$12K ﹤0.01%
+300
1204
$12K ﹤0.01%
+210
1205
$12K ﹤0.01%
+4,190
1206
$11K ﹤0.01%
+1,800
1207
$11K ﹤0.01%
+442
1208
$11K ﹤0.01%
+400
1209
$11K ﹤0.01%
+600
1210
$11K ﹤0.01%
+800
1211
$10K ﹤0.01%
+1,079
1212
$10K ﹤0.01%
+400
1213
$9K ﹤0.01%
+275
1214
$8K ﹤0.01%
+500
1215
$8K ﹤0.01%
+50
1216
$8K ﹤0.01%
+500
1217
$8K ﹤0.01%
+400
1218
$8K ﹤0.01%
+500
1219
$8K ﹤0.01%
+189
1220
$8K ﹤0.01%
+1,800
1221
$7K ﹤0.01%
+40
1222
$7K ﹤0.01%
+898
1223
$7K ﹤0.01%
+1,500
1224
$7K ﹤0.01%
+471
1225
$7K ﹤0.01%
+400
47 48
49
50 51