AI
Atom Investors Portfolio holdings
AUM
$1.13B
This Quarter Return
+14.11%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$566M
AUM Growth
+$566M
(+29%)
Cap. Flow
+$80.3M
Cap. Flow
% of AUM
14.19%
Top 10 Holdings %
Top 10 Hldgs %
13.1%
Holding
576
New
155
Increased
174
Reduced
103
Closed
137
Top Buys
| 1 |
Vulcan Materials
VMC
|
$4.4M |
| 2 |
Allegro MicroSystems
ALGM
|
$4.31M |
| 3 |
TE Connectivity
TEL
|
$3.99M |
| 4 |
Honeywell
HON
|
$3.97M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$3.97M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$22.6M |
| 2 |
SPDR S&P Retail ETF
XRT
|
$7.41M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.99M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$4.97M |
| 5 |
American Tower
AMT
|
$3.09M |
Sector Composition
| 1 | Technology | 17.18% |
| 2 | Healthcare | 12.76% |
| 3 | Financials | 12.72% |
| 4 | Industrials | 10.59% |
| 5 | Consumer Discretionary | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.71M | 0.48% | 5 | – | – |
|
52
TJX Companies
TJX
$152B
| $2.69M | 0.48% | 28,726 +8,892 | +45% | +$834K |
|
53
Advanced Micro Devices
AMD
$264B
| $2.69M | 0.47% | 18,233 -595 | -3% | -$87.7K |
|
54
Salesforce
CRM
$245B
| $2.67M | 0.47% | 10,137 +942 | +10% | +$248K |
|
55
Bank of New York Mellon
BK
$74.5B
| $2.67M | 0.47% | +51,237 | New | +$2.67M |
|
56
Sherwin-Williams
SHW
$91.2B
| $2.64M | 0.47% | 8,479 +1,969 | +30% | +$614K |
|
57
Applied Materials
AMAT
$128B
| $2.64M | 0.47% | 16,298 -5,288 | -24% | -$857K |
|
58
Ross Stores
ROST
$48.1B
| $2.64M | 0.47% | 19,044 +9,900 | +108% | +$1.37M |
|
59
TSMC
TSM
$1.2T
| $2.61M | 0.46% | 25,141 +8,664 | +53% | +$901K |
|
60
Linde
LIN
$224B
| $2.58M | 0.46% | 6,273 +1,775 | +39% | +$729K |
|
61
Bank of America
BAC
$376B
| $2.56M | 0.45% | +76,021 | New | +$2.56M |
|
62
NVIDIA
NVDA
$4.24T
| $2.56M | 0.45% | 5,166 -478 | -8% | -$237K |
|
63
SentinelOne
S
$6.29B
| $2.55M | 0.45% | 92,848 +19,511 | +27% | +$535K |
|
64
ICICI Bank
IBN
$113B
| $2.54M | 0.45% | 106,463 +77,120 | +263% | +$1.84M |
|
65
Medtronic
MDT
$119B
| $2.51M | 0.44% | +30,526 | New | +$2.51M |
|
66
Americold
COLD
$4.11B
| $2.51M | 0.44% | +83,057 | New | +$2.51M |
|
67
Autodesk
ADSK
$67.3B
| $2.49M | 0.44% | +10,245 | New | +$2.49M |
|
68
Progressive
PGR
$145B
| $2.49M | 0.44% | 15,638 +11,355 | +265% | +$1.81M |
|
69
Aramark
ARMK
$10.3B
| $2.48M | 0.44% | 88,243 +862 | +1% | +$24.2K |
|
70
Compass Minerals
CMP
$794M
| $2.44M | 0.43% | 96,355 +70,355 | +271% | +$1.78M |
|
71
Sensient Technologies
SXT
$4.82B
| $2.41M | 0.43% | +36,548 | New | +$2.41M |
|
72
S&P Global
SPGI
$167B
| $2.38M | 0.42% | 5,403 -4,046 | -43% | -$1.78M |
|
73
JFrog
FROG
$5.76B
| $2.36M | 0.42% | 68,283 +31,491 | +86% | +$1.09M |
|
74
SPDR S&P Biotech ETF
XBI
$5.07B
| $2.36M | 0.42% | 26,428 +5,626 | +27% | +$502K |
|
75
Allstate
ALL
$53.6B
| $2.3M | 0.41% | 16,452 +4,577 | +39% | +$641K |
|