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Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.87M
3 +$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Sector Composition

1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDU icon
226
MDU Resources
MDU
$4.38B
$2.18M 0.16%
105,403
+92,222
BBWI icon
227
Bath & Body Works
BBWI
$4.22B
$2.18M 0.16%
+116,837
GH icon
228
Guardant Health
GH
$16.9B
$2.18M 0.16%
23,557
+3,174
BRK.A icon
229
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.15M 0.15%
3
ABT icon
230
Abbott
ABT
$158B
$2.15M 0.15%
+20,909
JPM icon
231
JPMorgan Chase
JPM
$887B
$2.14M 0.15%
+7,287
COHU icon
232
Cohu
COHU
$2.96B
$2.13M 0.15%
69,502
-330,937
WSO icon
233
Watsco Inc
WSO
$16B
$2.13M 0.15%
+5,848
STE icon
234
Steris
STE
$20.2B
$2.12M 0.15%
9,605
-15,822
RPD icon
235
Rapid7
RPD
$470M
$2.1M 0.15%
381,240
+246,086
KBH icon
236
KB Home
KBH
$3.39B
$2.1M 0.15%
+40,587
ZBIO
237
Zenas BioPharma
ZBIO
$1.15B
$2.09M 0.15%
+107,016
MCO icon
238
Moody's
MCO
$81.6B
$2.08M 0.15%
4,771
+1,477
CPNG icon
239
Coupang
CPNG
$32.3B
$2.08M 0.15%
+110,100
AHR icon
240
American Healthcare REIT
AHR
$9.65B
$2.08M 0.15%
44,028
-27,065
HL icon
241
Hecla Mining
HL
$11.3B
$2.07M 0.15%
+110,918
DTE icon
242
DTE Energy
DTE
$30.8B
$2.04M 0.15%
13,983
+11,140
V icon
243
Visa
V
$632B
$2.04M 0.15%
+6,751
BAX icon
244
Baxter International
BAX
$10.6B
$2.04M 0.15%
121,151
-132,792
GPN icon
245
Global Payments
GPN
$18.8B
$2M 0.14%
29,754
+8,177
CRS icon
246
Carpenter Technology
CRS
$27.9B
$2M 0.14%
5,070
-3,053
HIG icon
247
Hartford Financial Services
HIG
$35.8B
$1.99M 0.14%
+14,689
BIRK icon
248
Birkenstock
BIRK
$8.97B
$1.98M 0.14%
55,206
+17,794
HLIO icon
249
Helios Technologies
HLIO
$2.83B
$1.98M 0.14%
+30,521
TILE icon
250
Interface
TILE
$1.82B
$1.97M 0.14%
79,099
-492