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Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
+0.26%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$805M
AUM Growth
-$150M
(-16%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-18.07%
Top 10 Holdings %
Top 10 Hldgs %
15.37%
Holding
666
New
210
Increased
107
Reduced
158
Closed
185
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$39.5M |
| 2 |
Regions Financial
RF
|
+$8.38M |
| 3 |
Chevron
CVX
|
+$6.48M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$6.07M |
| 5 |
Walt Disney
DIS
|
+$5.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$11.8M |
| 2 |
UnitedHealth
UNH
|
+$11.8M |
| 3 |
Axalta
AXTA
|
+$10.1M |
| 4 |
Visa
V
|
+$9.61M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$8.57M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.82% |
| 2 | Consumer Discretionary | 13.7% |
| 3 | Industrials | 12.78% |
| 4 | Technology | 10.39% |
| 5 | Healthcare | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
AngioDynamics
ANGO
$611M
| $101K | 0.01% |
11,010
-3,640
| -25% | -$26.8K |
|
|
BBBY
452
Bed Bath & Beyond
BBBY
$481M
| $91.1K | 0.01% |
+20,316
| New | +$129K |
|
|
AIRJ
453
Montana Technologies Corp
AIRJ
$306M
| $89.1K | 0.01% |
+11,185
| New | +$81.4K |
|
454
Virgin Galactic
SPCE
$328M
| $85.6K | 0.01% |
+14,558
| New | +$96.9K |
|
455
Lifezone Metals
LZM
$305M
| $82.2K | 0.01% |
+11,829
| New | +$79.2K |
|
456
Coya Therapeutics
COYA
$98.3M
| $81.8K | 0.01% |
+14,276
| New | +$97.2K |
|
457
Nano X Imaging
NNOX
$68.2M
| $79.6K | 0.01% |
+11,060
| New | +$70.8K |
|
458
W&T Offshore
WTI
$534M
| $73.7K | 0.01% |
44,413
-3,722
| -8% | -$7.44K |
|
459
Inter&Co
INTR
$2.47B
| $72.2K | 0.01% |
17,107
+6,482
| +61% | +$36.3K |
|
460
AMC Entertainment Holdings
AMC
$2.52B
| $72.1K | 0.01% |
+18,124
| New | +$79.6K |
|
461
Wolfspeed
WOLF
$1.23B
| $68.5K | 0.01% |
+10,291
| New | +$105K |
|
|
CMPS
462
Compass Pathways
CMPS
$1.53B
| $66.2K | 0.01% |
+17,515
| New | +$88.8K |
|
|
NOVA
463
DELISTED
Sunnova Energy
NOVA
| $62.6K | 0.01% |
+18,239
| New | +$91.3K |
|
464
Telomir Pharmaceuticals
TELO
$83.2M
| $61.9K | 0.01% |
+15,017
| New | +$70.8K |
|
465
OmniAb
OABI
$287M
| $58.1K | 0.01% |
16,420
-19,491
| -54% | -$77.1K |
|
466
Wheels Up
UP
$208M
| $58K | 0.01% |
+1,758
| New | +$74K |
|
467
Acumen Pharmaceuticals
ABOS
$155M
| $57.9K | 0.01% |
+33,678
| New | +$81.1K |
|
468
3D Systems Corp
DDD
$431M
| $55.9K | 0.01% |
+17,054
| New | +$54.4K |
|
469
AirSculpt Technologies
AIRS
$339M
| $52.7K | 0.01% |
+10,147
| New | +$62.3K |
|
470
Acacia Research
ACTG
$428M
| $49.7K | 0.01% |
11,454
-593
| -5% | -$2.69K |
|
471
Petco
WOOF
$797M
| $49.6K | 0.01% |
+13,007
| New | +$58.8K |
|
472
Relay Therapeutics
RLAY
$4.1B
| $48.5K | 0.01% |
+11,765
| New | +$64K |
|
473
Opko Health
OPK
$985M
| $48.2K | 0.01% |
32,767
-1,146
| -3% | -$1.75K |
|
474
Alto Neuroscience
ANRO
$1.05B
| $44.1K | 0.01% |
+10,419
| New | +$65K |
|
|
MRSN
475
DELISTED
Mersana Therapeutics
MRSN
| $38K | ﹤0.01% |
1,063
+77
| +8% | +$3.98K |
|
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TCC
FCP
SC
Atom Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Atom Investors held 666 positions worth $805M, down 16% from $955M the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Atom Investors withdrew a net $145M in Q4 2024, closing 185 positions and reducing 158 holdings. Its most notable exit was Vanguard FTSE Europe ETF, an estimated $8.57M position sold in full.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 13% a quarter earlier, followed by Consumer Discretionary and Industrials.
Against the trend, Atom Investors opened a new position in Regions Financial worth $7.97M.
- Atom Investors's largest Q4 2024 buy was Regions Financial: 339,053 shares worth $7.97M.
- Atom Investors added most to iShares Russell 2000 ETF in Q4 2024, an estimated $39.5M increase.
- Atom Investors's biggest Q4 2024 reduction was Microsoft, cutting an estimated $11.8M.
- Atom Investors fully exited Vanguard FTSE Europe ETF in Q4 2024, selling an estimated $8.57M.
- Atom Investors's ten largest holdings make up 15% of its $805M portfolio in Q4 2024.
- Atom Investors opened 210 new positions and closed 185 in Q4 2024.
- Atom Investors's portfolio value fell 16% quarter-over-quarter to $805M.
Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.