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
1
$19.9M 2.08%
119,216
+9,829
2
$15.7M 1.64%
36,378
+20,100
3
$13.8M 1.44%
380,616
+253,142
4
$12.7M 1.33%
21,676
+21,259
5
$12.3M 1.29%
44,687
+327
6
$10.6M 1.11%
+70,545
7
$10.3M 1.08%
48,196
+2,446
8
$9.94M 1.04%
67,986
-10,853
9
$9.53M 1%
120,758
-26,986
10
$9.36M 0.98%
14,808
+1,045
11
$9.16M 0.96%
49,170
+21,751
12
$9.15M 0.96%
+51,374
13
$8.94M 0.94%
48,368
-21,920
14
$8.88M 0.93%
230,344
-655
15
$8.81M 0.92%
15,348
+5,032
16
$8.66M 0.91%
120,564
-27,433
17
$8.57M 0.9%
120,586
+63,053
18
$8.5M 0.89%
70,004
+21,406
19
$8.33M 0.87%
+222,186
20
$8.26M 0.86%
21,638
-7,364
21
$7.92M 0.83%
79,640
-12,919
22
$7.57M 0.79%
+17,682
23
$7.51M 0.79%
61,018
+55,363
24
$7.51M 0.79%
137,515
-4,562
25
$7.41M 0.78%
88,949
-12,935
1
2 3 4 5