AI

Atom Investors Portfolio holdings

AUM $1.26B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1 +$41.7M
2 +$21.4M
3 +$15.1M
4
CWST icon
Casella Waste Systems
CWST
+$11.4M
5
FFIV icon
F5
FFIV
+$10.8M

Sector Composition

1 Industrials 17.84%
2 Healthcare 17.1%
3 Consumer Discretionary 15.33%
4 Technology 13%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLGN icon
276
Silgan Holdings
SLGN
$4.2B
$1.2M 0.1%
+29,644
PBH icon
277
Prestige Consumer Healthcare
PBH
$2.61B
$1.18M 0.09%
+19,148
HTO
278
H2O America
HTO
$2.37B
$1.15M 0.09%
23,425
-36,719
Q
279
Qnity Electronics Inc
Q
$30B
$1.15M 0.09%
+14,033
WULF icon
280
TeraWulf
WULF
$10.5B
$1.13M 0.09%
+98,639
DCH
281
Dauch Corp
DCH
$1.35B
$1.13M 0.09%
+176,409
TRUP icon
282
Trupanion
TRUP
$1.06B
$1.11M 0.09%
29,617
-3,137
ALIT icon
283
Alight
ALIT
$412M
$1.09M 0.09%
560,542
+400,125
BULL
284
Webull Corp
BULL
$3.74B
$1.09M 0.09%
+139,917
EVH icon
285
Evolent Health
EVH
$428M
$1.08M 0.09%
+269,200
VRT icon
286
Vertiv
VRT
$126B
$1.06M 0.08%
+6,536
CFR icon
287
Cullen/Frost Bankers
CFR
$8.81B
$1.06M 0.08%
8,344
-1,207
FE icon
288
FirstEnergy
FE
$27.1B
$1.05M 0.08%
+23,448
WMT icon
289
Walmart Inc
WMT
$1.05T
$1.05M 0.08%
9,413
SPGI icon
290
S&P Global
SPGI
$126B
$1.05M 0.08%
+2,000
GCMG icon
291
GCM Grosvenor
GCMG
$650M
$1.04M 0.08%
92,166
+58,110
IEX icon
292
IDEX
IEX
$15.9B
$1.04M 0.08%
5,823
+3,525
KMT icon
293
Kennametal
KMT
$2.93B
$1.03M 0.08%
36,268
-27
KO icon
294
Coca-Cola
KO
$338B
$1.02M 0.08%
14,608
SPY icon
295
State Street SPDR S&P 500 ETF Trust
SPY
$736B
$1.02M 0.08%
1,493
-99,546
GEF icon
296
Greif
GEF
$3.8B
$995K 0.08%
14,704
-1
IWN icon
297
iShares Russell 2000 Value ETF
IWN
$13.5B
$990K 0.08%
5,461
-223,908
PD icon
298
PagerDuty
PD
$622M
$974K 0.08%
74,259
-21,298
IESC icon
299
IES Holdings
IESC
$13.1B
$962K 0.08%
2,472
+1,960
UWMC icon
300
UWM Holdings
UWMC
$1.19B
$961K 0.08%
+219,313