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
51
$4.69M 0.49%
22,706
-4,681
52
$4.68M 0.49%
+93,015
53
$4.66M 0.49%
53,057
+4,977
54
$4.58M 0.48%
179,328
+68,608
55
$4.57M 0.48%
+60,133
56
$4.55M 0.48%
187,875
-88,033
57
$4.49M 0.47%
+33,790
58
$4.48M 0.47%
27,622
-39,563
59
$4.46M 0.47%
53,250
+4,043
60
$4.44M 0.47%
78,526
-58,063
61
$4.37M 0.46%
24,380
+5,373
62
$4.19M 0.44%
43,427
+17,554
63
$4.13M 0.43%
+65,108
64
$4.1M 0.43%
32,941
-17,759
65
$4.09M 0.43%
+24,977
66
$4.06M 0.43%
18,030
-11,024
67
$4.02M 0.42%
103,631
-11,036
68
$4.01M 0.42%
631,411
-59,592
69
$4M 0.42%
23,117
+8,375
70
$3.99M 0.42%
51,303
-3,367
71
$3.98M 0.42%
+111,520
72
$3.95M 0.41%
40,829
+33,544
73
$3.94M 0.41%
31,563
+15,251
74
$3.88M 0.41%
103,441
+20,201
75
$3.87M 0.4%
+161,614
1 2
3
4 5