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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 | |
|---|---|---|---|---|---|---|
101
United Bankshares
UBSI
$6.63B
| $1.91M | 0.19% |
+61,239
| New | +$2.07M |
|
|
CVGW
102
DELISTED
Calavo Growers
CVGW
| $1.9M | 0.19% |
+26,097
| New | +$2.44M |
|
|
DNB
103
DELISTED
Dun & Bradstreet
DNB
| $1.9M | 0.19% |
+13,318
| New | +$1.9M |
|
|
DMC
104
Del Monte Corp
DMC
$1.41B
| $1.9M | 0.19% |
+67,059
| New | +$2.1M |
|
105
Universal Corp
UVV
$1.31B
| $1.89M | 0.19% |
+34,921
| New | +$2.25M |
|
|
TPH
106
DELISTED
Tri Pointe Homes
TPH
| $1.87M | 0.18% |
+171,432
| New | +$2.03M |
|
107
Acushnet Holdings
GOLF
$5.93B
| $1.86M | 0.18% |
+88,074
| New | +$2.1M |
|
108
Ingredion
INGR
$6.27B
| $1.85M | 0.18% |
+20,210
| New | +$2.02M |
|
109
Brinker International
EAT
$9.17B
| $1.84M | 0.18% |
+41,743
| New | +$1.98M |
|
|
TWNK
110
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $1.82M | 0.18% |
+166,025
| New | +$1.82M |
|
111
ADT
ADT
$5.58B
| $1.81M | 0.18% |
+300,817
| New | +$2.27M |
|
|
MGLN
112
DELISTED
Magellan Health Services, Inc.
MGLN
| $1.81M | 0.18% |
+31,740
| New | +$1.96M |
|
113
ManpowerGroup
MAN
$2.44B
| $1.8M | 0.18% |
+27,849
| New | +$2.12M |
|
114
La-Z-Boy
LZB
$1.58B
| $1.8M | 0.18% |
+65,098
| New | +$1.84M |
|
115
Oxford Industries
OXM
$566M
| $1.8M | 0.18% |
+25,350
| New | +$2.05M |
|
116
Mine Safety
MSA
$7.35B
| $1.79M | 0.18% |
+18,954
| New | +$1.94M |
|
117
Thor Industries
THO
$3.9B
| $1.79M | 0.18% |
+34,372
| New | +$2.33M |
|
|
FOLD
118
DELISTED
Amicus Therapeutics
FOLD
| $1.77M | 0.17% |
+184,862
| New | +$2.03M |
|
|
VCRA
119
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $1.77M | 0.17% |
+44,907
| New | +$1.62M |
|
120
Medifast
MED
$109M
| $1.76M | 0.17% |
+14,091
| New | +$2.41M |
|
121
Valley National Bancorp
VLY
$7.9B
| $1.76M | 0.17% |
+197,770
| New | +$2M |
|
122
Papa John's
PZZA
$984M
| $1.75M | 0.17% |
+43,978
| New | +$2.22M |
|
123
Owens Corning
OC
$11.2B
| $1.75M | 0.17% |
+39,678
| New | +$1.92M |
|
|
PPL
124
PPL Corp
PPL
$26.5B
| $1.74M | 0.17% |
+61,385
| New | +$1.86M |
|
|
CUB
125
DELISTED
Cubic Corporation
CUB
| $1.73M | 0.17% |
+32,225
| New | +$2.03M |
|
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TCC
FCP
SC
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.