ACH

Axis Capital Holdings Portfolio holdings

AUM $264M
1-Year Est. Return 16.03%
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$23M
3
+$20.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.6M
5
BX icon
Blackstone
BX
+$7.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 42.59%
+338,246
2
$23M 18.06%
+302,937
3
$20.4M 16.05%
+421,670
4
$16.6M 13.06%
+289,152
5
$7.83M 6.16%
+378,761
6
$5.17M 4.07%
+133,266