AI
Atom Investors Portfolio holdings
AUM
$1.13B
This Quarter Return
+9.87%
1 Year Return
+11.83%
3 Year Return
+55.42%
5 Year Return
+125.35%
10 Year Return
–
AUM
$955M
AUM Growth
+$955M
(-4.5%)
Cap. Flow
-$98.2M
Cap. Flow
% of AUM
-10.28%
Top 10 Holdings %
Top 10 Hldgs %
12.98%
Holding
646
New
189
Increased
124
Reduced
139
Closed
190
Top Buys
| 1 |
UnitedHealth
UNH
|
$12.4M |
| 2 |
Capital One
COF
|
$10.6M |
| 3 |
Axalta
AXTA
|
$9.16M |
| 4 |
M&T Bank
MTB
|
$9.15M |
| 5 |
Microsoft
MSFT
|
$8.65M |
Top Sells
| 1 |
Regency Centers
REG
|
$11.5M |
| 2 |
American Tower
AMT
|
$10.7M |
| 3 |
TSMC
TSM
|
$10.1M |
| 4 |
American Homes 4 Rent
AMH
|
$9.06M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Pinnacle West Capital
PNW
$10.6B
| $2.13M | 0.22% |
24,000
+11,149
| +87% | +$988K |
|
|
ARCH
152
DELISTED
Arch Resources, Inc.
ARCH
| $2.11M | 0.22% |
15,276
+2,588
| +20% | +$358K |
|
153
GE Vernova
GEV
$154B
| $2.08M | 0.22% |
8,157
+5,127
| +169% | +$1.31M |
|
154
Annaly Capital Management
NLY
$13.7B
| $2.06M | 0.22% |
+102,511
| New | +$2.06M |
|
155
NOV
NOV
$4.81B
| $2.05M | 0.21% |
128,098
-140,886
| -52% | -$2.25M |
|
156
American Healthcare REIT
AHR
$7.04B
| $2.04M | 0.21% |
+78,187
| New | +$2.04M |
|
157
N-able
NABL
$1.46B
| $2.04M | 0.21% |
156,126
+58,087
| +59% | +$759K |
|
158
Gildan
GIL
$7.87B
| $2M | 0.21% |
42,529
-118,180
| -74% | -$5.57M |
|
159
Marvell Technology
MRVL
$53.4B
| $2M | 0.21% |
27,680
+16,604
| +150% | +$1.2M |
|
160
International Paper
IP
$25.3B
| $1.99M | 0.21% |
+40,751
| New | +$1.99M |
|
161
Walmart
WMT
$790B
| $1.98M | 0.21% |
24,546
-20,832
| -46% | -$1.68M |
|
162
JFrog
FROG
$5.55B
| $1.93M | 0.2% |
66,449
+24,120
| +57% | +$700K |
|
163
Arista Networks
ANET
$172B
| $1.91M | 0.2% |
4,981
+4,138
| +491% | +$1.59M |
|
164
Visteon
VC
$3.39B
| $1.87M | 0.2% |
19,586
-692
| -3% | -$65.9K |
|
165
Zimmer Biomet
ZBH
$20.7B
| $1.86M | 0.2% |
17,275
-34,292
| -66% | -$3.7M |
|
166
Wyndham Hotels & Resorts
WH
$6.56B
| $1.86M | 0.2% |
23,859
+13,342
| +127% | +$1.04M |
|
167
United Parcel Service
UPS
$72.1B
| $1.84M | 0.19% |
13,522
-21,172
| -61% | -$2.89M |
|
168
Tronox
TROX
$661M
| $1.84M | 0.19% |
125,790
+53,034
| +73% | +$776K |
|
169
Vale
VALE
$43.6B
| $1.81M | 0.19% |
155,391
-43,537
| -22% | -$509K |
|
170
Teck Resources
TECK
$16.6B
| $1.77M | 0.19% |
33,915
-19,379
| -36% | -$1.01M |
|
171
Agree Realty
ADC
$7.95B
| $1.77M | 0.19% |
23,494
-4,262
| -15% | -$321K |
|
172
MSC Industrial Direct
MSM
$5.01B
| $1.75M | 0.18% |
+20,349
| New | +$1.75M |
|
173
Sun Communities
SUI
$15.7B
| $1.75M | 0.18% |
12,922
+8,578
| +197% | +$1.16M |
|
174
AtriCure
ATRC
$1.73B
| $1.74M | 0.18% |
+62,095
| New | +$1.74M |
|
175
Cooper Companies
COO
$13.2B
| $1.72M | 0.18% |
+15,628
| New | +$1.72M |
|