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
126
$2.67M 0.28%
+37,130
127
$2.66M 0.28%
13,279
+2,079
128
$2.63M 0.28%
15,157
-58,346
129
$2.58M 0.27%
+9,776
130
$2.56M 0.27%
44,424
-99,673
131
$2.51M 0.26%
+32,149
132
$2.42M 0.25%
34,752
-45,424
133
$2.42M 0.25%
217,138
-32,850
134
$2.4M 0.25%
252,978
+5,858
135
$2.37M 0.25%
43,941
-21,059
136
$2.37M 0.25%
83,750
-15,151
137
$2.36M 0.25%
8,014
+3,126
138
$2.36M 0.25%
20,117
-28,060
139
$2.33M 0.24%
+400,556
140
$2.29M 0.24%
132,036
+89,901
141
$2.26M 0.24%
52,643
+27,397
142
$2.25M 0.24%
+5,543
143
$2.23M 0.23%
+44,532
144
$2.21M 0.23%
55,007
+40,649
145
$2.19M 0.23%
+47,874
146
$2.18M 0.23%
34,349
-22,645
147
$2.16M 0.23%
4,544
-5,633
148
$2.15M 0.23%
57,805
-15,846
149
$2.15M 0.22%
55,357
+38,002
150
$2.14M 0.22%
11,340
+5,759
4 5
6
7 8