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
201
$1.39M 0.15%
+23,128
202
$1.38M 0.14%
2
203
$1.38M 0.14%
36,865
+40
204
$1.37M 0.14%
173,783
+55,999
205
$1.37M 0.14%
+10,471
206
$1.36M 0.14%
+102,989
207
$1.36M 0.14%
147,920
+76,112
208
$1.35M 0.14%
+4,760
209
$1.35M 0.14%
+5,028
210
$1.34M 0.14%
10,195
+8,583
211
$1.33M 0.14%
24,473
+13,290
212
$1.31M 0.14%
69,354
-28,677
213
$1.3M 0.14%
45,367
+21,823
214
$1.3M 0.14%
+21,061
215
$1.28M 0.13%
78,319
-262,902
216
$1.28M 0.13%
30,186
-61,219
217
$1.27M 0.13%
+14,938
218
$1.27M 0.13%
+20,248
219
$1.27M 0.13%
143,942
+41,935
220
$1.26M 0.13%
49,131
+6,496
221
$1.26M 0.13%
184,784
+67,371
222
$1.26M 0.13%
203,152
+2,087
223
$1.26M 0.13%
+93,741
224
$1.22M 0.13%
5,254
-25,427
225
$1.21M 0.13%
61,292
+7,096
7 8
9
10 11