AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$21.7M
3
+$15.8M
4
VNOM icon
Viper Energy
VNOM
+$10.2M
5
MIDD icon
Middleby
MIDD
+$9.75M

Top Sells

1
+$11.4M
2
+$9.54M
3
+$9.16M
4
CVX icon
Chevron
CVX
+$9.09M
5
LITE icon
Lumentum
LITE
+$7.8M

Sector Composition

1 Industrials 10.71%
2 Healthcare 10.22%
3 Technology 10.01%
4 Consumer Discretionary 8.96%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DT icon
251
Dynatrace
DT
$13.9B
$1.01M 0.08%
+20,769
NPK icon
252
National Presto Industries
NPK
$737M
$986K 0.07%
8,791
+5,328
OPCH icon
253
Option Care Health
OPCH
$5.28B
$978K 0.07%
+35,215
CNP icon
254
CenterPoint Energy
CNP
$24.7B
$975K 0.07%
25,139
-48,054
XHR
255
Xenia Hotels & Resorts
XHR
$1.39B
$973K 0.07%
70,913
+54,559
WMT icon
256
Walmart Inc. Common Stock
WMT
$930B
$970K 0.07%
9,413
-3,669
KO icon
257
Coca-Cola
KO
$303B
$969K 0.07%
14,608
TENB icon
258
Tenable Holdings
TENB
$3.14B
$961K 0.07%
+32,973
RHLD
259
Resolute Holdings Management
RHLD
$1.74B
$954K 0.07%
13,221
ED icon
260
Consolidated Edison
ED
$35.2B
$950K 0.07%
9,449
+6,767
LINC icon
261
Lincoln Educational Services
LINC
$696M
$943K 0.07%
+40,138
TMUS icon
262
T-Mobile US
TMUS
$218B
$940K 0.07%
3,926
-94
FHI icon
263
Federated Hermes
FHI
$4.05B
$920K 0.07%
+17,715
CRMT icon
264
America's Car Mart
CRMT
$201M
$916K 0.07%
31,352
-8,045
ARI
265
Apollo Commercial Real Estate
ARI
$1.41B
$912K 0.07%
89,998
+78,425
MORN icon
266
Morningstar
MORN
$8.81B
$896K 0.07%
+3,863
BRK.B icon
267
Berkshire Hathaway Class B
BRK.B
$1.08T
$891K 0.07%
1,773
LMT icon
268
Lockheed Martin
LMT
$111B
$889K 0.07%
1,781
-5,350
SPG icon
269
Simon Property Group
SPG
$59.4B
$888K 0.07%
+4,731
SITE icon
270
SiteOne Landscape Supply
SITE
$5.78B
$884K 0.07%
+6,865
SEM icon
271
Select Medical
SEM
$1.91B
$880K 0.07%
+68,508
KMB icon
272
Kimberly-Clark
KMB
$34.2B
$879K 0.07%
7,071
+5,414
GEF icon
273
Greif
GEF
$3.97B
$879K 0.07%
14,705
+3,748
CTSH icon
274
Cognizant
CTSH
$40.5B
$868K 0.07%
12,946
+2,848
PSX icon
275
Phillips 66
PSX
$57B
$867K 0.07%
+6,377
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