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
1
$41.3M 3.38%
219,844
+22,244
2
$39.6M 3.24%
942,936
+278,789
3
$35.5M 2.9%
118,895
+16,987
4
$32.6M 2.67%
725,646
+140,711
5
$29.1M 2.38%
67,837
-7,618
6
$27.3M 2.24%
133,173
+111,356
7
$26.1M 2.14%
282,780
-15,380
8
$25M 2.04%
+150,669
9
$23.1M 1.89%
154,385
+23,456
10
$20.2M 1.65%
317,144
+143,826
11
$19M 1.56%
131,513
+72,164
12
$17.3M 1.42%
340,245
+28,980
13
$17.1M 1.4%
101,089
+46,136
14
$16.8M 1.38%
79,122
-25,818
15
$16.6M 1.36%
257,886
+66,612
16
$16.4M 1.34%
+424,408
17
$16.3M 1.33%
266,586
+46,155
18
$15.9M 1.31%
826,809
+223,584
19
$15.9M 1.3%
338,812
-54,132
20
$15.5M 1.27%
1,280,797
+14,185
21
$15.3M 1.25%
+813,009
22
$14.9M 1.22%
94,394
-152,289
23
$13.7M 1.12%
745,400
+209,758
24
$13.5M 1.11%
153,706
-19,187
25
$13.5M 1.1%
410,736
-10,087
1
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