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
51
$7.46M 0.61%
84,293
-87,982
52
$7.24M 0.59%
49,532
-154,327
53
$7.15M 0.59%
358,337
+138,577
54
$7.13M 0.58%
165,169
-39,899
55
$7.13M 0.58%
132,540
+62,863
56
$7.06M 0.58%
+75,324
57
$6.96M 0.57%
+343,651
58
$6.69M 0.55%
+57,828
59
$6.47M 0.53%
+391,554
60
$6.29M 0.51%
21,875
-5,166
61
$6.19M 0.51%
53,851
-15
62
$6.08M 0.5%
96,790
-99,335
63
$6.07M 0.5%
246,603
+4,959
64
$6.05M 0.49%
109,807
-5,275
65
$6.02M 0.49%
59,125
+46,921
66
$5.99M 0.49%
+86,207
67
$5.95M 0.49%
126,776
-13,741
68
$5.91M 0.48%
+207,221
69
$5.83M 0.48%
+31,778
70
$5.75M 0.47%
238,494
-51,069
71
$5.33M 0.44%
+236,870
72
$5.32M 0.44%
+79,608
73
$5.24M 0.43%
73,917
-24,924
74
$5.18M 0.42%
185,516
+17,018
75
$5.02M 0.41%
40,158
+20,810
1 2
3
4 5