AI
Atom Investors Portfolio holdings
AUM
$1.13B
This Quarter Return
+20.48%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$543M
AUM Growth
+$543M
(-42%)
Cap. Flow
-$439M
Cap. Flow
% of AUM
-80.78%
Top 10 Holdings %
Top 10 Hldgs %
37.88%
Holding
468
New
106
Increased
25
Reduced
93
Closed
228
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$31.3M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$15.9M |
| 3 |
Root
ROOT
|
$11.3M |
| 4 |
Futu Holdings
FUTU
|
$9.26M |
| 5 |
iShares US Medical Devices ETF
IHI
|
$8.5M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$30.6M |
| 2 |
Standard BioTools
LAB
|
$17.5M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$16.8M |
| 4 |
Ironwood Pharmaceuticals
IRWD
|
$14.9M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$14.9M |
Sector Composition
| 1 | Consumer Discretionary | 13.47% |
| 2 | Healthcare | 10.16% |
| 3 | Communication Services | 9.91% |
| 4 | Technology | 9.47% |
| 5 | Financials | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Newell Brands
NWL
$2.64B
| $451K | 0.08% |
+16,851
| New | +$451K |
|
152
Bank of New York Mellon
BK
$73.8B
| $448K | 0.07% |
+9,464
| New | +$448K |
|
153
Legend Biotech
LEGN
$6.64B
| $445K | 0.07% |
+15,339
| New | +$445K |
|
154
Magnolia Oil & Gas
MGY
$4.46B
| $432K | 0.07% |
+37,639
| New | +$432K |
|
155
Linde
LIN
$221B
| $424K | 0.07% |
1,515
-1,844
| -55% | -$516K |
|
156
Select Medical
SEM
$1.6B
| $414K | 0.07% |
22,524
+5,516
| +32% | +$101K |
|
157
CSX Corp
CSX
$60.2B
| $413K | 0.07% |
12,843
-181,863
| -93% | -$5.85M |
|
|
ETRN
158
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $412K | 0.07% |
50,546
-107,297
| -68% | -$875K |
|
159
Johnson & Johnson
JNJ
$429B
| $398K | 0.07% |
+2,424
| New | +$398K |
|
160
Fossil Group
FOSL
$175M
| $393K | 0.07% |
31,699
-221,605
| -87% | -$2.75M |
|
161
Chemed
CHE
$6.7B
| $386K | 0.06% |
+840
| New | +$386K |
|
|
ITOS
162
DELISTED
iTeos Therapeutics
ITOS
| $385K | 0.06% |
+11,261
| New | +$385K |
|
163
Ross Stores
ROST
$49.3B
| $381K | 0.06% |
3,181
-104,986
| -97% | -$12.6M |
|
164
HF Sinclair
DINO
$9.65B
| $373K | 0.06% |
10,437
-45,272
| -81% | -$1.62M |
|
165
Wayfair
W
$10.3B
| $373K | 0.06% |
+1,185
| New | +$373K |
|
166
Columbia Banking Systems
COLB
$7.96B
| $369K | 0.06% |
8,572
-7,658
| -47% | -$330K |
|
167
Sotera Health
SHC
$4.54B
| $359K | 0.06% |
14,373
+6,373
| +80% | +$159K |
|
168
Kirby Corp
KEX
$4.95B
| $356K | 0.06% |
+5,899
| New | +$356K |
|
169
PBF Energy
PBF
$3.22B
| $355K | 0.06% |
+25,107
| New | +$355K |
|
|
AVDL
170
Avadel Pharmaceuticals
AVDL
$1.45B
| $340K | 0.06% |
+37,569
| New | +$340K |
|
171
iRobot
IRBT
$100M
| $335K | 0.06% |
+2,745
| New | +$335K |
|
172
Palantir
PLTR
$367B
| $332K | 0.06% |
14,241
-629
| -4% | -$14.7K |
|
173
BHP
BHP
$142B
| $326K | 0.05% |
+5,272
| New | +$326K |
|
174
Pediatrix Medical
MD
$1.45B
| $325K | 0.05% |
12,769
-13,790
| -52% | -$351K |
|
175
Bunge Global
BG
$16.3B
| $318K | 0.05% |
+4,011
| New | +$318K |
|