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Atom Investors Portfolio holdings
AUM
$1.4B
1-Year Est. Return
23.77%
This Fund
S&P 500
This Quarter
Est. Return
-15.12%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
109.49%
Top 10 Holdings %
Top 10 Hldgs %
14.91%
Holding
514
New
514
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$20.1M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$18M |
| 3 |
Comcast
CMCSA
|
+$17.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
Microsoft
MSFT
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.1% |
| 2 | Financials | 14.32% |
| 3 | Industrials | 12.7% |
| 4 | Technology | 11.71% |
| 5 | Healthcare | 11.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Bloomin' Brands
BLMN
$741M
| $1.58M | 0.16% |
+88,453
| New | +$1.74M |
|
152
Booking.com
BKNG
$149B
| $1.58M | 0.16% |
+22,950
| New | +$1.68M |
|
153
Leggett & Platt
LEG
$1.34B
| $1.58M | 0.16% |
+44,118
| New | +$1.68M |
|
|
HTO
154
H2O America
HTO
$2.57B
| $1.57M | 0.16% |
+28,325
| New | +$1.68M |
|
155
Korn Ferry
KFY
$4.18B
| $1.57M | 0.15% |
+39,602
| New | +$1.78M |
|
|
EGL
156
DELISTED
Engility Holdings, Inc.
EGL
| $1.56M | 0.15% |
+54,938
| New | +$1.71M |
|
157
Heron Therapeutics
HRTX
$93.9M
| $1.56M | 0.15% |
+60,074
| New | +$1.65M |
|
|
THS
158
DELISTED
Treehouse Foods
THS
| $1.56M | 0.15% |
+30,706
| New | +$1.51M |
|
|
COUP
159
DELISTED
Coupa Software Incorporated
COUP
| $1.56M | 0.15% |
+24,749
| New | +$1.57M |
|
|
XLRN
160
DELISTED
Acceleron Pharma
XLRN
| $1.55M | 0.15% |
+35,549
| New | +$1.78M |
|
161
Rush Enterprises Class A
RUSHA
$6.2B
| $1.55M | 0.15% |
+100,953
| New | +$1.61M |
|
162
Merit Medical Systems
MMSI
$5.08B
| $1.54M | 0.15% |
+27,632
| New | +$1.64M |
|
163
Warrior Met Coal
HCC
$4.19B
| $1.54M | 0.15% |
+63,769
| New | +$1.63M |
|
|
AAN.A
164
DELISTED
The Aaron's Company Inc Class A
AAN.A
| $1.53M | 0.15% |
+36,471
| New | +$1.53M |
|
165
Federal Signal
FSS
$7.63B
| $1.53M | 0.15% |
+76,661
| New | +$1.75M |
|
166
Williams-Sonoma
WSM
$26.9B
| $1.53M | 0.15% |
+60,508
| New | +$1.73M |
|
|
IDTI
167
DELISTED
Integrated Device Technology I
IDTI
| $1.52M | 0.15% |
+31,496
| New | +$1.49M |
|
168
Compass Minerals
CMP
$1.23B
| $1.52M | 0.15% |
+36,563
| New | +$1.93M |
|
169
Starwood Property Trust
STWD
$5.92B
| $1.52M | 0.15% |
+76,993
| New | +$1.66M |
|
170
Twilio
TWLO
$30B
| $1.52M | 0.15% |
+16,993
| New | +$1.38M |
|
171
Deluxe
DLX
$1.18B
| $1.51M | 0.15% |
+39,367
| New | +$1.88M |
|
|
SAFM
172
DELISTED
Sanderson Farms Inc
SAFM
| $1.51M | 0.15% |
+15,172
| New | +$1.55M |
|
|
SKX
173
DELISTED
Skechers
SKX
| $1.5M | 0.15% |
+65,731
| New | +$1.72M |
|
174
Invesco
IVZ
$13.1B
| $1.5M | 0.15% |
+89,830
| New | +$1.8M |
|
175
Boston Beer
SAM
$1.91B
| $1.5M | 0.15% |
+6,218
| New | +$1.74M |
|
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Atom Investors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Atom Investors, which disclosed 514 positions worth $1.02B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is Amazon: 241,800 shares worth $18.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, followed by Financials and Industrials.
- Atom Investors's largest Q4 2018 buy was Amazon: 241,800 shares worth $18.2M.
- Atom Investors's ten largest holdings make up 15% of its $1.02B portfolio in Q4 2018.
- Atom Investors disclosed 514 positions in Q4 2018, its first 13F filing on record.
Based on Atom Investors's 13F filing for Q4 2018, filed 14 Feb 2019.