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
151
$1.02M 0.08%
+84,254
152
$1.02M 0.08%
22,505
+145
153
$1M 0.08%
+23,437
154
$966K 0.08%
4,965
-43,209
155
$867K 0.07%
+1,204
156
$860K 0.07%
+29,817
157
$860K 0.07%
+18,924
158
$852K 0.07%
23,291
-12,139
159
$849K 0.07%
+18,402
160
$838K 0.07%
+13,576
161
$810K 0.07%
5,477
+3
162
$804K 0.07%
71,527
+20,371
163
$785K 0.06%
10,089
+72
164
$760K 0.06%
+15,220
165
$759K 0.06%
5,520
+2,057
166
$758K 0.06%
+32,387
167
$754K 0.06%
2,057
+275
168
$714K 0.06%
+11,974
169
$646K 0.05%
6,738
-6,693
170
$615K 0.05%
15,525
+960
171
$606K 0.05%
+4,265
172
$588K 0.05%
63,229
-35,784
173
$584K 0.05%
2,541
-852
174
$556K 0.05%
7,629
-179
175
$544K 0.04%
+28,796
5 6
7
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