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
$955M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$9.16M
4
MTB icon
M&T Bank
MTB
+$9.15M
5
MSFT icon
Microsoft
MSFT
+$8.65M

Top Sells

1
+$11.5M
2
+$10.7M
3
+$10.1M
4
AMH icon
American Homes 4 Rent
AMH
+$9.06M
5
INVH icon
Invitation Homes
INVH
+$8.17M

Sector Composition

1 Technology 15.01%
2 Industrials 13.97%
3 Financials 13.28%
4 Consumer Discretionary 11.77%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.11%
4,558
-2,344
252
$999K 0.1%
56,440
+9,217
253
$994K 0.1%
2,115
+163
254
$992K 0.1%
+24,368
255
$981K 0.1%
83,787
-134,604
256
$981K 0.1%
+18,339
257
$961K 0.1%
+81,317
258
$950K 0.1%
+18,700
259
$947K 0.1%
+4,759
260
$940K 0.1%
+73,105
261
$938K 0.1%
+3,081
262
$932K 0.1%
42,769
-34,738
263
$910K 0.1%
+9,696
264
$904K 0.09%
16,063
+4,665
265
$901K 0.09%
3,716
+1,020
266
$899K 0.09%
10,272
-6,655
267
$890K 0.09%
+13,664
268
$886K 0.09%
7,437
-853
269
$865K 0.09%
+24,442
270
$861K 0.09%
65,973
-82,943
271
$860K 0.09%
210,782
-49,859
272
$856K 0.09%
+18,177
273
$852K 0.09%
13,093
+7,702
274
$850K 0.09%
42,504
+3,531
275
$841K 0.09%
+4,710
9 10
11
12 13