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Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
-15.12%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
109.49%
Top 10 Holdings %
Top 10 Hldgs %
14.91%
Holding
514
New
514
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$20.1M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$18M |
| 3 |
Comcast
CMCSA
|
+$17.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
Microsoft
MSFT
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.1% |
| 2 | Financials | 14.32% |
| 3 | Industrials | 12.7% |
| 4 | Technology | 11.71% |
| 5 | Healthcare | 11.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Honeywell
HON
$77B
| $2.89M | 0.28% |
+23,220
| New | +$3.17M |
|
77
Rio Tinto
RIO
$158B
| $2.8M | 0.28% |
+57,714
| New | +$2.82M |
|
|
XYZ
78
Block Inc
XYZ
$48.4B
| $2.75M | 0.27% |
+49,005
| New | +$3.46M |
|
79
Elevance Health
ELV
$81.5B
| $2.59M | 0.26% |
+9,875
| New | +$2.72M |
|
80
Humana
HUM
$43.7B
| $2.53M | 0.25% |
+8,841
| New | +$2.8M |
|
81
Sempra
SRE
$57.9B
| $2.42M | 0.24% |
+44,768
| New | +$2.55M |
|
82
Penumbra
PEN
$12.7B
| $2.42M | 0.24% |
+19,770
| New | +$2.65M |
|
83
Inogen
INGN
$175M
| $2.41M | 0.24% |
+19,435
| New | +$3.2M |
|
84
Madison Square Garden
MSGS
$9.48B
| $2.33M | 0.23% |
+12,204
| New | +$2.37M |
|
|
NLSN
85
DELISTED
Nielsen Holdings plc
NLSN
| $2.32M | 0.23% |
+99,510
| New | +$2.58M |
|
86
Gentex
GNTX
$4.97B
| $2.31M | 0.23% |
+114,384
| New | +$2.4M |
|
87
Sabesp
SBS
$19.1B
| $2.26M | 0.22% |
+1,444,919
| New | +$2.08M |
|
|
P
88
DELISTED
Pandora Media Inc
P
| $2.23M | 0.22% |
+276,079
| New | +$2.39M |
|
89
Prosperity Bancshares
PB
$8.97B
| $2.14M | 0.21% |
+34,407
| New | +$2.27M |
|
90
Sea Limited
SE
$65.4B
| $2.1M | 0.21% |
+185,648
| New | +$2.32M |
|
91
CONMED
CNMD
$1.39B
| $2.07M | 0.2% |
+32,175
| New | +$2.2M |
|
92
Edwards Lifesciences
EW
$49.6B
| $2.04M | 0.2% |
+39,987
| New | +$2.02M |
|
93
First Financial Bankshares
FFIN
$5.04B
| $2.02M | 0.2% |
+70,114
| New | +$2.11M |
|
|
ISCA
94
DELISTED
International Speedway Corp
ISCA
| $2.02M | 0.2% |
+46,067
| New | +$1.86M |
|
95
Dropbox
DBX
$7.6B
| $2.01M | 0.2% |
+98,239
| New | +$2.26M |
|
|
ECOM
96
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $2M | 0.2% |
+176,322
| New | +$1.98M |
|
97
RH
RH
$3.13B
| $1.96M | 0.19% |
+16,366
| New | +$1.97M |
|
|
VGR
98
DELISTED
Vector Group Ltd.
VGR
| $1.93M | 0.19% |
+292,941
| New | +$2.47M |
|
99
Ralph Lauren
RL
$22.6B
| $1.92M | 0.19% |
+18,582
| New | +$2.19M |
|
100
FNB Corp
FNB
$6.73B
| $1.91M | 0.19% |
+193,778
| New | +$2.25M |
|
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Atom Investors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Atom Investors, which disclosed 514 positions worth $1.02B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is Amazon: 241,800 shares worth $18.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, followed by Financials and Industrials.
- Atom Investors's largest Q4 2018 buy was Amazon: 241,800 shares worth $18.2M.
- Atom Investors's ten largest holdings make up 15% of its $1.02B portfolio in Q4 2018.
- Atom Investors disclosed 514 positions in Q4 2018, its first 13F filing on record.
Based on Atom Investors's 13F filing for Q4 2018, filed 14 Feb 2019.