AI
Atom Investors Portfolio holdings
AUM
$1.13B
1-Year Return
11.83%
This Quarter Return
+0.26%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$805M
AUM Growth
-$150M
(-16%)
Cap. Flow
-$160M
Cap. Flow
% of AUM
-19.92%
Top 10 Holdings %
Top 10 Hldgs %
15.37%
Holding
666
New
210
Increased
107
Reduced
158
Closed
185
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$38.3M |
| 2 |
Regions Financial
RF
|
$7.97M |
| 3 |
Chevron
CVX
|
$6.13M |
| 4 |
Walt Disney
DIS
|
$5.94M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$5.7M |
Top Sells
| 1 |
Microsoft
MSFT
|
$11.7M |
| 2 |
UnitedHealth
UNH
|
$10.5M |
| 3 |
Visa
V
|
$10.1M |
| 4 |
Axalta
AXTA
|
$9.16M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$8.57M |
Sector Composition
| 1 | Financials | 13.79% |
| 2 | Consumer Discretionary | 13.7% |
| 3 | Industrials | 12.72% |
| 4 | Technology | 10.46% |
| 5 | Healthcare | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
AngioDynamics
ANGO
$436M
| $101K | 0.01% |
11,010
-3,640
| -25% | -$33.3K |
|
|
BBBY
452
Bed Bath & Beyond, Inc.
BBBY
$567M
| $91.1K | 0.01% |
+18,469
| New | +$91.1K |
|
|
AIRJ
453
Montana Technologies Corp
AIRJ
$273M
| $89.1K | 0.01% |
+11,185
| New | +$89.1K |
|
454
Virgin Galactic
SPCE
$185M
| $85.6K | 0.01% |
+14,558
| New | +$85.6K |
|
455
Lifezone Metals
LZM
$365M
| $82.2K | 0.01% |
+11,829
| New | +$82.2K |
|
456
Coya Therapeutics
COYA
$105M
| $81.8K | 0.01% |
+14,276
| New | +$81.8K |
|
457
Nano X Imaging
NNOX
$236M
| $79.6K | 0.01% |
+11,060
| New | +$79.6K |
|
458
W&T Offshore
WTI
$261M
| $73.7K | 0.01% |
44,413
-3,722
| -8% | -$6.18K |
|
459
Inter&Co
INTR
$3.86B
| $72.2K | 0.01% |
17,107
+6,482
| +61% | +$27.4K |
|
460
AMC Entertainment Holdings
AMC
$1.41B
| $72.1K | 0.01% |
+18,124
| New | +$72.1K |
|
461
Wolfspeed
WOLF
$196M
| $68.5K | 0.01% |
+10,291
| New | +$68.5K |
|
|
CMPS
462
Compass Pathways
CMPS
$493M
| $66.2K | 0.01% |
+17,515
| New | +$66.2K |
|
|
NOVA
463
DELISTED
Sunnova Energy
NOVA
| $62.6K | 0.01% |
+18,239
| New | +$62.6K |
|
464
Telomir Pharmaceuticals
TELO
$40M
| $61.9K | 0.01% |
+15,017
| New | +$61.9K |
|
465
OmniAb
OABI
$246M
| $58.1K | 0.01% |
16,420
-19,491
| -54% | -$69K |
|
466
Wheels Up
UP
$1.4B
| $58K | 0.01% |
+35,165
| New | +$58K |
|
467
Acumen Pharmaceuticals
ABOS
$87.2M
| $57.9K | 0.01% |
+33,678
| New | +$57.9K |
|
468
3D Systems Corporation
DDD
$272M
| $55.9K | 0.01% |
+17,054
| New | +$55.9K |
|
469
AirSculpt Technologies
AIRS
$367M
| $52.7K | 0.01% |
+10,147
| New | +$52.7K |
|
470
Acacia Research
ACTG
$318M
| $49.7K | 0.01% |
11,454
-593
| -5% | -$2.57K |
|
471
Petco
WOOF
$1.03B
| $49.6K | 0.01% |
+13,007
| New | +$49.6K |
|
472
Relay Therapeutics
RLAY
$710M
| $48.5K | 0.01% |
+11,765
| New | +$48.5K |
|
473
Opko Health
OPK
$1.07B
| $48.2K | 0.01% |
32,767
-1,146
| -3% | -$1.69K |
|
474
Alto Neuroscience
ANRO
$99.4M
| $44.1K | 0.01% |
+10,419
| New | +$44.1K |
|
475
Mersana Therapeutics
MRSN
$34M
| $38K | ﹤0.01% |
1,063
+77
| +8% | +$2.75K |
|