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
451
$35.4K ﹤0.01%
+10,141
452
$32.6K ﹤0.01%
+10,196
453
$29.9K ﹤0.01%
+17,605
454
$23.9K ﹤0.01%
13,107
455
$19.2K ﹤0.01%
+14,567
456
$13.4K ﹤0.01%
994
-658
457
– –
-2,266
458
– –
-77,515
459
– –
-14,203
460
– –
-42,094
461
– –
-45,959
462
– –
-182,251
463
– –
-45,517
464
– –
-64,359
465
– –
-3,387
466
– –
-1,533
467
– –
-6,718
468
– –
-8,351
469
– –
-29,066
470
– –
-23,366
471
– –
-1,641
472
– –
-69,846
473
– –
-78,553
474
– –
-80,452
475
– –
-40,863
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