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
$813M
AUM Growth
+$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.5M
3
+$11.4M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.1M
5
OSIS icon
OSI Systems
OSIS
+$7.44M

Top Sells

1
+$32.9M
2
+$7.03M
3
+$6.49M
4
FTV icon
Fortive
FTV
+$6.44M
5
WM icon
Waste Management
WM
+$6.28M

Sector Composition

1 Industrials 13.31%
2 Financials 12.47%
3 Consumer Discretionary 12.24%
4 Technology 10.9%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCNO icon
226
nCino
NCNO
$3.1B
$841K 0.1%
+30,625
URA icon
227
Global X Uranium ETF
URA
$5.57B
$837K 0.1%
+36,503
BAC icon
228
Bank of America
BAC
$393B
$831K 0.1%
19,908
-87,461
AMR icon
229
Alpha Metallurgical Resources
AMR
$2.37B
$829K 0.1%
+6,618
KKR icon
230
KKR & Co
KKR
$105B
$824K 0.1%
+7,126
XRX icon
231
Xerox
XRX
$412M
$823K 0.1%
170,465
+120,596
PWR icon
232
Quanta Services
PWR
$67.2B
$818K 0.1%
+3,217
PRM icon
233
Perimeter Solutions
PRM
$3.51B
$815K 0.1%
80,924
+51,681
EPRT icon
234
Essential Properties Realty Trust
EPRT
$5.96B
$813K 0.1%
+24,916
EWCZ icon
235
European Wax Center
EWCZ
$165M
$809K 0.1%
204,700
-4,009
RL icon
236
Ralph Lauren
RL
$19.1B
$800K 0.1%
+3,623
WVE icon
237
Wave Life Sciences
WVE
$1.32B
$798K 0.1%
98,798
+21,473
SXT icon
238
Sensient Technologies
SXT
$3.9B
$797K 0.1%
10,708
-7,979
AAL icon
239
American Airlines Group
AAL
$8.81B
$797K 0.1%
+75,521
RYTM icon
240
Rhythm Pharmaceuticals
RYTM
$7.55B
$793K 0.1%
14,962
+3,357
GOSS icon
241
Gossamer Bio
GOSS
$547M
$772K 0.1%
+701,975
MA icon
242
Mastercard
MA
$489B
$766K 0.09%
1,398
-123
AVY icon
243
Avery Dennison
AVY
$13.5B
$762K 0.09%
+4,282
LADR
244
Ladder Capital
LADR
$1.35B
$756K 0.09%
66,223
+39,519
CHH icon
245
Choice Hotels
CHH
$4.27B
$754K 0.09%
5,675
-713
ICE icon
246
Intercontinental Exchange
ICE
$83B
$750K 0.09%
4,347
-7
PRAX icon
247
Praxis Precision Medicines
PRAX
$4.53B
$749K 0.09%
+19,779
PECO icon
248
Phillips Edison & Co
PECO
$4.26B
$745K 0.09%
20,422
+133
HON icon
249
Honeywell
HON
$126B
$726K 0.09%
3,428
+1,803
BWA icon
250
BorgWarner
BWA
$9.38B
$720K 0.09%
25,148
-10,291
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