AI
AXS Investments Portfolio holdings
AUM
$244M
This Quarter Return
+9.65%
1 Year Return
+23.22%
3 Year Return
+88.04%
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$416M
(-0.05%)
Cap. Flow
-$28.8M
Cap. Flow
% of AUM
-6.92%
Top 10 Holdings %
Top 10 Hldgs %
18.46%
Holding
427
New
46
Increased
101
Reduced
132
Closed
140
Top Buys
| 1 |
Hubbell
HUBB
|
$1.76M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$1.71M |
| 3 |
HubSpot
HUBS
|
$1.57M |
| 4 |
Microsoft
MSFT
|
$1.36M |
| 5 |
Ameriprise Financial
AMP
|
$1.33M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.37M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.82M |
| 3 |
Corpay
CPAY
|
$1.47M |
| 4 |
KKR & Co
KKR
|
$1.36M |
| 5 |
Centene
CNC
|
$1.36M |
Sector Composition
| 1 | Technology | 30.74% |
| 2 | Real Estate | 16.51% |
| 3 | Financials | 11.25% |
| 4 | Communication Services | 8.33% |
| 5 | Healthcare | 7.39% |
