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
$1.18B
AUM Growth
-$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$22.9M
3
+$16.4M
4
REAL icon
The RealReal
REAL
+$15.3M
5
ROP icon
Roper Technologies
ROP
+$12.5M

Top Sells

1
+$33.5M
2
+$31.2M
3
+$26.7M
4
MSFT icon
Microsoft
MSFT
+$24M
5
CRM icon
Salesforce
CRM
+$22.9M

Sector Composition

1 Healthcare 19.13%
2 Communication Services 15.01%
3 Technology 13.2%
4 Financials 12.52%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.06%
192,820
-12,420
27
$12.5M 1.02%
+35,174
28
$11.7M 0.95%
+262,314
29
$11.4M 0.93%
169,820
-340
30
$11.2M 0.92%
329,572
+43,351
31
$11M 0.9%
67,389
-11,379
32
$10.8M 0.88%
308,430
+95,875
33
$10.8M 0.88%
669,163
+230,977
34
$10.7M 0.87%
753,835
-101,621
35
$10.6M 0.87%
77,888
+5,937
36
$10.3M 0.84%
50,252
+21,433
37
$10.3M 0.84%
82,862
-34,681
38
$10.1M 0.83%
+154,253
39
$9.88M 0.81%
214,806
+39,806
40
$9.7M 0.79%
351,142
-96,224
41
$9.09M 0.74%
+235,133
42
$8.79M 0.72%
55,805
-19,810
43
$8.72M 0.71%
29,387
-18,176
44
$8.36M 0.68%
59,992
+1,252
45
$8.34M 0.68%
+39,050
46
$8.3M 0.68%
197,322
+3,941
47
$8.23M 0.67%
203,877
-2,430
48
$7.94M 0.65%
34,534
+611
49
$7.62M 0.62%
47,059
+9,326
50
$7.47M 0.61%
22
-18
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2
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