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
26
$7.29M 0.76%
12,630
27
$6.93M 0.73%
+79,218
28
$6.85M 0.72%
13,170
+10,940
29
$6.76M 0.71%
71,224
+53,733
30
$6.69M 0.7%
88,573
-40,797
31
$6.56M 0.69%
142,612
+59,515
32
$6.51M 0.68%
34,301
-17,101
33
$6.38M 0.67%
103,784
+76,164
34
$6.37M 0.67%
12,338
+8,128
35
$6.11M 0.64%
119,478
-21,214
36
$6.04M 0.63%
130,185
+20,151
37
$5.87M 0.61%
147,863
-179,432
38
$5.85M 0.61%
12,269
+2,028
39
$5.67M 0.59%
137,971
-131,131
40
$5.33M 0.56%
+145,505
41
$5.32M 0.56%
22,103
-32,323
42
$5.29M 0.55%
80,442
+54,926
43
$5.26M 0.55%
43,777
+14,650
44
$5.08M 0.53%
345,855
+261,559
45
$4.98M 0.52%
+102,671
46
$4.97M 0.52%
43,558
-58,531
47
$4.92M 0.52%
30,645
-13,816
48
$4.92M 0.52%
47,655
-29,950
49
$4.9M 0.51%
156,041
-70,807
50
$4.79M 0.5%
386,481
-30,225
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