AI

Atom Investors Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1 +$58.4M
2 +$21.7M
3 +$15.8M
4
VNOM icon
Viper Energy
VNOM
+$10.2M
5
MIDD icon
Middleby
MIDD
+$9.75M

Top Sells

1 +$11.4M
2 +$9.54M
3 +$9.16M
4
CVX icon
Chevron
CVX
+$9.09M
5
LITE icon
Lumentum
LITE
+$7.8M

Sector Composition

1 Industrials 10.76%
2 Healthcare 10.22%
3 Technology 9.97%
4 Consumer Discretionary 8.96%
5 Financials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
126
Gilead Sciences
GILD
$176B
$2.93M 0.22%
+26,398
HTO
127
H2O America
HTO
$1.86B
$2.93M 0.22%
60,144
+298
INR
128
Infinity Natural Resources
INR
$248M
$2.91M 0.22%
221,617
+124,543
ETD icon
129
Ethan Allen Interiors
ETD
$583M
$2.9M 0.22%
+98,485
CHD icon
130
Church & Dwight Co
CHD
$23.1B
$2.87M 0.22%
32,758
+4,028
PPC icon
131
Pilgrim's Pride
PPC
$10.3B
$2.84M 0.22%
69,702
+36,226
WMS icon
132
Advanced Drainage Systems
WMS
$11.8B
$2.82M 0.21%
20,328
+4,325
CBSH icon
133
Commerce Bancshares
CBSH
$7.76B
$2.82M 0.21%
+49,505
CINF icon
134
Cincinnati Financial
CINF
$25.1B
$2.8M 0.21%
17,694
+1,728
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$119B
$2.78M 0.21%
7,109
+6,139
QURE icon
136
uniQure
QURE
$1.42B
$2.76M 0.21%
+47,291
AMZN icon
137
Amazon
AMZN
$2.56T
$2.7M 0.2%
12,309
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$30.7B
$2.68M 0.2%
+33,599
AJG icon
139
Arthur J. Gallagher & Co
AJG
$64B
$2.66M 0.2%
8,600
+1,603
STZ icon
140
Constellation Brands
STZ
$27.2B
$2.61M 0.2%
19,389
-25,928
CHH icon
141
Choice Hotels
CHH
$4.76B
$2.58M 0.2%
24,174
+13,498
ELS icon
142
Equity Lifestyle Properties
ELS
$12.2B
$2.58M 0.2%
+42,465
PKG icon
143
Packaging Corp of America
PKG
$20B
$2.53M 0.19%
+11,614
CLOV icon
144
Clover Health Investments
CLOV
$1.16B
$2.53M 0.19%
+826,591
BOX icon
145
Box
BOX
$3.63B
$2.51M 0.19%
+77,799
APLE icon
146
Apple Hospitality REIT
APLE
$2.75B
$2.45M 0.19%
+203,939
DNTH icon
147
Dianthus Therapeutics
DNTH
$2.31B
$2.4M 0.18%
+61,038
MNRO icon
148
Monro
MNRO
$562M
$2.4M 0.18%
133,510
+22,842
ADC icon
149
Agree Realty
ADC
$8.3B
$2.38M 0.18%
33,541
-75,046
SGHC icon
150
SGHC Ltd
SGHC
$4.79B
$2.33M 0.18%
+176,776