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
$1.13B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$12.4M
3
+$11M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$9.92M

Top Sells

1
+$11.5M
2
+$11.4M
3
+$9.37M
4
RF icon
Regions Financial
RF
+$8.26M
5
MAS icon
Masco
MAS
+$7.55M

Sector Composition

1 Consumer Discretionary 11.38%
2 Technology 10.55%
3 Healthcare 9.62%
4 Financials 9.12%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AA icon
76
Alcoa
AA
$9.53B
$3.84M 0.34%
+130,275
CZR icon
77
Caesars Entertainment
CZR
$4.1B
$3.74M 0.33%
131,906
+108,967
USB icon
78
US Bancorp
USB
$72.6B
$3.72M 0.33%
82,281
+36,289
IBB icon
79
iShares Biotechnology ETF
IBB
$6.38B
$3.72M 0.33%
29,426
+6,904
TTE icon
80
TotalEnergies
TTE
$134B
$3.67M 0.33%
59,775
+44,540
CL icon
81
Colgate-Palmolive
CL
$62.3B
$3.64M 0.32%
+40,031
LSCC icon
82
Lattice Semiconductor
LSCC
$9.99B
$3.63M 0.32%
74,129
+8,416
DD icon
83
DuPont de Nemours
DD
$34.2B
$3.62M 0.32%
52,819
+13,160
SKY icon
84
Champion Homes
SKY
$3.86B
$3.55M 0.32%
56,768
+34,140
AAON icon
85
Aaon
AAON
$8.02B
$3.49M 0.31%
47,374
+30,030
WLY icon
86
John Wiley & Sons Class A
WLY
$1.96B
$3.49M 0.31%
78,183
+19,092
XLY icon
87
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
$3.44M 0.3%
+15,806
SHEL icon
88
Shell
SHEL
$215B
$3.43M 0.3%
+48,776
HAE icon
89
Haemonetics
HAE
$2.41B
$3.43M 0.3%
45,975
-6,820
WM icon
90
Waste Management
WM
$80.5B
$3.41M 0.3%
14,885
+7,755
WFC icon
91
Wells Fargo
WFC
$274B
$3.33M 0.3%
41,611
+34,183
MSM icon
92
MSC Industrial Direct
MSM
$4.74B
$3.32M 0.29%
39,044
+3,001
PH icon
93
Parker-Hannifin
PH
$97.8B
$3.31M 0.29%
4,738
+3,903
ANSS
94
DELISTED
Ansys
ANSS
$3.31M 0.29%
+9,420
LMT icon
95
Lockheed Martin
LMT
$114B
$3.3M 0.29%
+7,131
PNC icon
96
PNC Financial Services
PNC
$71.6B
$3.26M 0.29%
17,510
-25,138
GEHC icon
97
GE HealthCare
GEHC
$34.1B
$3.21M 0.28%
43,270
-18,211
MCO icon
98
Moody's
MCO
$85.7B
$3.17M 0.28%
6,316
-1,203
HTO
99
H2O America
HTO
$1.66B
$3.11M 0.28%
59,846
+19,964
ASML icon
100
ASML
ASML
$411B
$3.1M 0.27%
+3,869
2 3
4
5 6