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
101
$3.29M 0.27%
+317,558
102
$3.21M 0.26%
294,687
+176,177
103
$3.16M 0.26%
+673,428
104
$3.11M 0.25%
43,803
-24,386
105
$3.06M 0.25%
676,275
-11,675
106
$3.01M 0.25%
49,323
-107,765
107
$3.01M 0.25%
213,690
+20,513
108
$2.96M 0.24%
47,109
+41,792
109
$2.93M 0.24%
97,796
-252,204
110
$2.76M 0.23%
+43,001
111
$2.75M 0.22%
8,490
-13,336
112
$2.68M 0.22%
+99,064
113
$2.64M 0.22%
+75,000
114
$2.56M 0.21%
191,407
+141,297
115
$2.5M 0.2%
136,121
-127,511
116
$2.48M 0.2%
28,554
+184
117
$2.46M 0.2%
503,239
+113,030
118
$2.42M 0.2%
14,529
-71,725
119
$2.38M 0.2%
33,257
-52,647
120
$2.38M 0.19%
+313,141
121
$2.32M 0.19%
72,368
-104,349
122
$2.24M 0.18%
+37,157
123
$2.22M 0.18%
493,172
+262,821
124
$2.2M 0.18%
+120,256
125
$2.16M 0.18%
78,146
-14,568
3 4
5
6 7