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
76
$3.77M 0.39%
7,717
+237
77
$3.76M 0.39%
6,086
+4,743
78
$3.75M 0.39%
+78,524
79
$3.73M 0.39%
17,958
+9,406
80
$3.7M 0.39%
+86,485
81
$3.68M 0.39%
+71,198
82
$3.66M 0.38%
45,580
+47
83
$3.66M 0.38%
338,152
+97,983
84
$3.64M 0.38%
13,088
+12,281
85
$3.64M 0.38%
131,861
-5,824
86
$3.63M 0.38%
84,372
+146
87
$3.61M 0.38%
13,179
-8,661
88
$3.59M 0.38%
+9,531
89
$3.55M 0.37%
4,257
+1,144
90
$3.54M 0.37%
102,535
-170,721
91
$3.51M 0.37%
15,103
-46,117
92
$3.45M 0.36%
+89,370
93
$3.45M 0.36%
76,074
+18,467
94
$3.44M 0.36%
34,775
-65,681
95
$3.43M 0.36%
47,573
+17,857
96
$3.33M 0.35%
18,880
+7,229
97
$3.31M 0.35%
15,694
-2,119
98
$3.22M 0.34%
22,117
-70
99
$3.21M 0.34%
92,536
+1,363
100
$3.2M 0.33%
3,604
+975
2 3
4
5 6