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
126
$2.13M 0.17%
150,001
-71,787
127
$2.06M 0.17%
29,921
+18,152
128
$2.05M 0.17%
23,804
-1,394
129
$2.03M 0.17%
+45,442
130
$1.93M 0.16%
34,906
+9,982
131
$1.91M 0.16%
+40,342
132
$1.82M 0.15%
165,116
-247,534
133
$1.64M 0.13%
+14,372
134
$1.56M 0.13%
21,006
+3,855
135
$1.56M 0.13%
61,134
-35,984
136
$1.55M 0.13%
11,360
+3,210
137
$1.53M 0.12%
+26,200
138
$1.49M 0.12%
50,000
-129,222
139
$1.48M 0.12%
38,424
-350,736
140
$1.48M 0.12%
+168,035
141
$1.44M 0.12%
19,506
-173,897
142
$1.41M 0.12%
+300,000
143
$1.34M 0.11%
76,852
-139,027
144
$1.26M 0.1%
6,012
-228
145
$1.2M 0.1%
5,794
+2,164
146
$1.19M 0.1%
4,480
+38
147
$1.17M 0.1%
3,885
+511
148
$1.08M 0.09%
12,676
+3,607
149
$1.05M 0.09%
12,397
-43,306
150
$1.03M 0.08%
+25,352
4 5
6
7 8