AI

Atom Investors Portfolio holdings

AUM $1.13B
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$22.9M
3
+$16.4M
4
REAL icon
The RealReal
REAL
+$15.3M
5
ROP icon
Roper Technologies
ROP
+$12.5M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$26.7M
4
MSFT icon
Microsoft
MSFT
+$24M
5
CRM icon
Salesforce
CRM
+$22.9M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$154K 0.01%
2,101
-100,375
227
$153K 0.01%
+5
228
$137K 0.01%
+12,205
229
$130K 0.01%
3,673
-445
230
$123K 0.01%
+12,386
231
$122K 0.01%
+28,871
232
– –
-1,012,355
233
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-15,178
234
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-70,768
235
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-1,155,711
236
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-22,637
237
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0
238
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-1,069
239
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-21,111
240
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-2,979
241
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-168
242
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-14,821
243
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-27,948
244
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-15,932
245
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-37,614
246
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-153,937
247
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-6,160
248
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-7,612
249
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-49,304
250
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-2,661
8 9
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