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
101
$3.16M 0.33%
20,125
+12,669
102
$3.12M 0.33%
+13,203
103
$3.12M 0.33%
43,557
+24,288
104
$3.11M 0.33%
42,827
+1,153
105
$3.09M 0.32%
18,639
+2,147
106
$3.08M 0.32%
+36,352
107
$3.06M 0.32%
48,990
-40,378
108
$3.05M 0.32%
52,507
+2,075
109
$3.02M 0.32%
14,967
+9,156
110
$3.01M 0.32%
5,262
+1,081
111
$2.96M 0.31%
56,324
+4,701
112
$2.95M 0.31%
61,159
+39,207
113
$2.95M 0.31%
17,073
+6,043
114
$2.9M 0.3%
8,662
-5,221
115
$2.81M 0.29%
+241,085
116
$2.79M 0.29%
18,003
+9,261
117
$2.79M 0.29%
43,643
-25,135
118
$2.76M 0.29%
16,517
+1,348
119
$2.76M 0.29%
+25,666
120
$2.74M 0.29%
11,183
+9,391
121
$2.74M 0.29%
11,359
-13,963
122
$2.73M 0.29%
+34,919
123
$2.71M 0.28%
+9,840
124
$2.71M 0.28%
+97,207
125
$2.67M 0.28%
+77,190
3 4
5
6 7