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
151
$2.13M 0.22%
24,000
+11,149
152
$2.11M 0.22%
15,276
+2,588
153
$2.08M 0.22%
8,157
+5,127
154
$2.06M 0.22%
+102,511
155
$2.05M 0.21%
128,098
-140,886
156
$2.04M 0.21%
+78,187
157
$2.04M 0.21%
156,126
+58,087
158
$2M 0.21%
42,529
-118,180
159
$2M 0.21%
27,680
+16,604
160
$1.99M 0.21%
+40,751
161
$1.98M 0.21%
24,546
-20,832
162
$1.93M 0.2%
66,449
+24,120
163
$1.91M 0.2%
19,924
+16,552
164
$1.87M 0.2%
19,586
-692
165
$1.86M 0.2%
17,275
-34,292
166
$1.86M 0.2%
23,859
+13,342
167
$1.84M 0.19%
13,522
-21,172
168
$1.84M 0.19%
125,790
+53,034
169
$1.81M 0.19%
155,391
-43,537
170
$1.77M 0.19%
33,915
-19,379
171
$1.77M 0.19%
23,494
-4,262
172
$1.75M 0.18%
+20,349
173
$1.75M 0.18%
12,922
+8,578
174
$1.74M 0.18%
+62,095
175
$1.72M 0.18%
+15,628
5 6
7
8 9