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Natixis Portfolio holdings
AUM
$20.1B
1-Year Return
17.51%
Natixis is a global financial services business line of Groupe BPCE, offering a range of services including corporate and investment banking, asset management, insurance, and wealth management, with a focus on green and sustainable finance.
This Quarter Return
+7%
1 Year Return
+17.51%
3 Year Return
+106.1%
5 Year Return
+162.29%
10 Year Return
+380.38%
AUM
$9.71B
AUM Growth
+$1.05B
(+12%)
Cap. Flow
+$779M
Cap. Flow
% of AUM
8.02%
Top 10 Holdings %
Top 10 Hldgs %
24.78%
Holding
934
New
417
Increased
273
Reduced
149
Closed
73
Top Buys
| 1 |
AT&T
T
|
+$214M |
| 2 |
Comcast
CMCSA
|
+$180M |
| 3 |
Microsoft
MSFT
|
+$160M |
| 4 |
Bank of America
BAC
|
+$120M |
| 5 |
GE Aerospace
GE
|
+$106M |
Top Sells
| 1 |
Apple
AAPL
|
+$306M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
+$198M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$183M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$169M |
| 5 |
STJ
St Jude Medical
STJ
|
+$147M |
Sector Composition
| 1 | Financials | 17.14% |
| 2 | Energy | 13.58% |
| 3 | Communication Services | 11.69% |
| 4 | Technology | 9.34% |
| 5 | Consumer Discretionary | 9.21% |
