AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+9.87%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$955M
AUM Growth
-$44.9M
(-4.5%)
Cap. Flow
-$101M
Cap. Flow
% of AUM
-10.53%
Top 10 Holdings %
Top 10 Hldgs %
12.98%
Holding
646
New
189
Increased
124
Reduced
139
Closed
190
Top Buys
| 1 |
UnitedHealth
UNH
|
$12.4M |
| 2 |
Capital One
COF
|
$10.6M |
| 3 |
Axalta
AXTA
|
$9.16M |
| 4 |
M&T Bank
MTB
|
$9.15M |
| 5 |
Microsoft
MSFT
|
$8.65M |
Top Sells
| 1 |
Regency Centers
REG
|
$11.5M |
| 2 |
American Tower
AMT
|
$10.7M |
| 3 |
TSMC
TSM
|
$10.1M |
| 4 |
American Homes 4 Rent
AMH
|
$9.06M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PSTL
326
Postal Realty Trust
PSTL
$393M
| $446K | 0.05% |
+30,440
| New | +$446K |
|
327
monday.com
MNDY
$9.57B
| $441K | 0.05% |
+1,586
| New | +$441K |
|
328
DiamondRock Hospitality
DRH
$1.76B
| $440K | 0.05% |
50,362
-254
| -0.5% | -$2.22K |
|
329
Freeport-McMoran
FCX
$66.5B
| $439K | 0.05% |
+8,796
| New | +$439K |
|
330
Verizon
VZ
$187B
| $435K | 0.05% |
9,678
-71,166
| -88% | -$3.2M |
|
331
Pure Storage
PSTG
$25.9B
| $430K | 0.05% |
8,552
-19,625
| -70% | -$986K |
|
332
SpartanNash
SPTN
$908M
| $419K | 0.04% |
+18,710
| New | +$419K |
|
333
Boston Scientific
BSX
$159B
| $412K | 0.04% |
+4,917
| New | +$412K |
|
|
GB
334
DELISTED
Global Blue Group Holding
GB
| $410K | 0.04% |
75,001
+12,625
| +20% | +$69.1K |
|
335
Blackstone Mortgage Trust
BXMT
$3.45B
| $410K | 0.04% |
+21,574
| New | +$410K |
|
336
Smith & Nephew
SNN
$16.6B
| $400K | 0.04% |
+12,832
| New | +$400K |
|
337
Ecovyst
ECVT
$1.03B
| $398K | 0.04% |
+58,063
| New | +$398K |
|
|
WBA
338
DELISTED
Walgreens Boots Alliance
WBA
| $396K | 0.04% |
+44,199
| New | +$396K |
|
339
Coca-Cola
KO
$292B
| $395K | 0.04% |
+5,501
| New | +$395K |
|
340
AZZ Inc
AZZ
$3.51B
| $391K | 0.04% |
+4,736
| New | +$391K |
|
341
Aehr Test Systems
AEHR
$765M
| $390K | 0.04% |
+30,325
| New | +$390K |
|
342
Exelon
EXC
$43.9B
| $388K | 0.04% |
9,579
-19,743
| -67% | -$801K |
|
343
Guidewire Software
GWRE
$22B
| $388K | 0.04% |
+2,122
| New | +$388K |
|
344
StoneCo
STNE
$4.63B
| $386K | 0.04% |
34,319
-98,593
| -74% | -$1.11M |
|
345
Rayonier
RYN
$4.12B
| $381K | 0.04% |
+12,453
| New | +$381K |
|
346
Occidental Petroleum
OXY
$45.2B
| $376K | 0.04% |
+7,300
| New | +$376K |
|
|
SMAR
347
DELISTED
Smartsheet Inc.
SMAR
| $375K | 0.04% |
+6,780
| New | +$375K |
|
348
SiriusXM
SIRI
$8.1B
| $369K | 0.04% |
+15,598
| New | +$369K |
|
349
Invesco Solar ETF
TAN
$765M
| $367K | 0.04% |
8,513
-1,755
| -17% | -$75.7K |
|
350
Backblaze
BLZE
$491M
| $366K | 0.04% |
57,221
+12,230
| +27% | +$78.2K |
|