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
76
$4.95M 0.41%
40,327
-3,906
77
$4.74M 0.39%
48,234
-149,816
78
$4.7M 0.38%
353,362
-333,592
79
$4.68M 0.38%
+129,192
80
$4.65M 0.38%
264,208
-324,978
81
$4.63M 0.38%
+67,162
82
$4.45M 0.36%
+57,000
83
$4.44M 0.36%
+130,000
84
$4.35M 0.36%
14,807
+2,309
85
$4.33M 0.35%
1,028,235
+41,952
86
$4.29M 0.35%
+26,635
87
$4.17M 0.34%
+230,498
88
$4.13M 0.34%
69,271
-56,374
89
$4.09M 0.33%
40,898
-266,737
90
$3.98M 0.33%
+22,459
91
$3.86M 0.32%
333,988
-212,320
92
$3.84M 0.31%
45,909
+37,714
93
$3.84M 0.31%
73,902
-12,153
94
$3.83M 0.31%
904,129
-45,459
95
$3.82M 0.31%
+649,800
96
$3.8M 0.31%
+100,931
97
$3.6M 0.29%
459,847
-25,466
98
$3.37M 0.28%
51,897
-60,460
99
$3.33M 0.27%
+154,157
100
$3.29M 0.27%
+83,156
2 3
4
5 6