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Atom Investors Portfolio holdings
AUM
$1.12B
1-Year Est. Return
38.14%
This Fund
S&P 500
This Quarter
Est. Return
-15.12%
1 Year Est. Return
+38.14%
3 Year Est. Return
+83.37%
5 Year Est. Return
+69.22%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
109.06%
Top 10 Holdings %
Top 10 Hldgs %
14.91%
Holding
514
New
514
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$20.1M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$18M |
| 3 |
Comcast
CMCSA
|
+$17.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
Microsoft
MSFT
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.1% |
| 2 | Financials | 14.39% |
| 3 | Industrials | 13.21% |
| 4 | Healthcare | 12.9% |
| 5 | Technology | 12.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $1.07M | 0.11% |
+25,850
| New | +$1.16M |
|
327
Intuit
INTU
$81B
| $1.06M | 0.1% |
+5,376
| New | +$1.12M |
|
328
Simply Good Foods
SMPL
$896M
| $1.06M | 0.1% |
+55,916
| New | +$1.06M |
|
|
LHCG
329
DELISTED
LHC Group LLC
LHCG
| $1.06M | 0.1% |
+11,263
| New | +$1.08M |
|
330
Argan
AGX
$5.47B
| $1.05M | 0.1% |
+27,798
| New | +$1.18M |
|
331
Myers Industries
MYE
$1.17B
| $1.04M | 0.1% |
+69,071
| New | +$1.13M |
|
332
Caleres
CAL
$405M
| $1.04M | 0.1% |
+37,426
| New | +$1.2M |
|
|
GES
333
DELISTED
Guess Inc
GES
| $1.04M | 0.1% |
+49,931
| New | +$1.06M |
|
334
Columbia Banking Systems
COLB
$8.47B
| $1.02M | 0.1% |
+28,121
| New | +$1.05M |
|
335
TriNet
TNET
$3.09B
| $1.01M | 0.1% |
+24,109
| New | +$1.11M |
|
336
Wolfspeed
WOLF
$1.35B
| $1M | 0.1% |
+23,491
| New | +$953K |
|
337
NiSource
NI
$19.5B
| $1M | 0.1% |
+39,485
| New | +$1.02M |
|
|
GWB
338
DELISTED
Great Western Bancorp, Inc.
GWB
| $1M | 0.1% |
+32,030
| New | +$1.17M |
|
|
CLDT
339
Chatham Lodging
CLDT
$604M
| $1M | 0.1% |
+56,562
| New | +$1.1M |
|
|
NTUS
340
DELISTED
Natus Medical Inc
NTUS
| $994K | 0.1% |
+29,210
| New | +$950K |
|
341
Silicon Laboratories
SLAB
$7.36B
| $991K | 0.1% |
+12,580
| New | +$1.05M |
|
|
JWN
342
DELISTED
Nordstrom
JWN
| $981K | 0.1% |
+21,056
| New | +$1.19M |
|
343
MarketAxess Holdings
MKTX
$5.75B
| $979K | 0.1% |
+4,634
| New | +$959K |
|
344
Novanta
NOVT
$5.04B
| $975K | 0.1% |
+15,479
| New | +$998K |
|
345
KB Home
KBH
$2.89B
| $966K | 0.1% |
+50,588
| New | +$1.04M |
|
346
Group 1 Automotive
GPI
$2.94B
| $954K | 0.09% |
+18,093
| New | +$1.01M |
|
347
Sally Beauty Holdings
SBH
$1.48B
| $952K | 0.09% |
+55,838
| New | +$1.04M |
|
348
Copa Holdings
CPA
$5.38B
| $948K | 0.09% |
+12,041
| New | +$943K |
|
349
Regency Centers
REG
$13.4B
| $943K | 0.09% |
+16,075
| New | +$1.01M |
|
|
DRE
350
DELISTED
Duke Realty Corp.
DRE
| $943K | 0.09% |
+36,418
| New | +$1.01M |
|
Similar funds
KIA
PDM
EI
GLR
HWCM
WFA
VAS
WMN
Atom Investors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Atom Investors, which disclosed 514 positions worth $1.02B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is Amazon: 241,800 shares worth $18.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, followed by Financials and Industrials.
- Atom Investors's largest Q4 2018 buy was Amazon: 241,800 shares worth $18.2M.
- Atom Investors's ten largest holdings make up 15% of its $1.02B portfolio in Q4 2018.
- Atom Investors disclosed 514 positions in Q4 2018, its first 13F filing on record.
Based on Atom Investors's 13F filing for Q4 2018, filed 14 Feb 2019.