Credit Agricole Portfolio holdings
AUM
$26.5B
1-Year Return
9.99%
This Quarter Return
+2.22%
1 Year Return
+9.99%
3 Year Return
+28.16%
5 Year Return
+106.75%
10 Year Return
+240.37%
AUM
$2.98B
AUM Growth
+$203M
(+7.3%)
Cap. Flow
+$136M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
43.58%
Holding
667
New
57
Increased
209
Reduced
151
Closed
32
Top Buys
| 1 |
Welltower
WELL
|
$223M |
| 2 |
Vale
VALE
|
$40.4M |
| 3 |
Stellantis
STLA
|
$22.5M |
| 4 |
UBS Group
UBS
|
$19.2M |
| 5 |
Apple
AAPL
|
$15.4M |
Top Sells
| 1 |
Visa
V
|
$290M |
| 2 |
CME Group
CME
|
$18.3M |
| 3 |
NextEra Energy, Inc.
NEE
|
$11.7M |
| 4 |
Mastercard
MA
|
$9.14M |
| 5 |
Lam Research
LRCX
|
$7.46M |
Sector Composition
| 1 | Consumer Discretionary | 30% |
| 2 | Technology | 18.92% |
| 3 | Financials | 9.67% |
| 4 | Real Estate | 9.01% |
| 5 | Industrials | 8.74% |
