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
201
$282K 0.02%
748
+6
202
$281K 0.02%
481
-171
203
$278K 0.02%
8,760
+498
204
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205
$268K 0.02%
3,150
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206
$267K 0.02%
11,590
-282,021
207
$265K 0.02%
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-1
208
$264K 0.02%
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209
$257K 0.02%
3,196
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210
$251K 0.02%
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211
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212
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213
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771
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214
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215
$223K 0.02%
4,276
-15
216
$217K 0.02%
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217
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218
$208K 0.02%
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219
$207K 0.02%
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220
$202K 0.02%
9,225
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221
$201K 0.02%
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222
$201K 0.02%
1,053
-19,828
223
$200K 0.02%
2,904
-5,646
224
$169K 0.01%
59,221
+1,883
225
$159K 0.01%
+16,362
7 8
9
10 11