AIM

Axiom Investment Management Portfolio holdings

AUM $38.4M
1-Year Est. Return 6.79%
This Quarter Est. Return
1 Year Est. Return
-6.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.36M
3
+$1.19M
4
HST icon
Host Hotels & Resorts
HST
+$1.1M
5
COP icon
ConocoPhillips
COP
+$1.1M

Top Sells

1
+$9.97M
2
+$5.38M
3
+$3.95M
4
AMGN icon
Amgen
AMGN
+$2.09M
5
SBUX icon
Starbucks
SBUX
+$1.87M

Sector Composition

1 Technology 18.16%
2 Healthcare 16.14%
3 Financials 15.74%
4 Industrials 12.27%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$471K 0.09%
2,705
-259
227
$465K 0.09%
2,704
+324
228
$465K 0.09%
7,846
-24,046
229
$464K 0.09%
16,397
+64
230
$460K 0.09%
+10,779
231
$444K 0.08%
6,229
+398
232
$436K 0.08%
4,113
+110
233
$434K 0.08%
23,958
-7,233
234
$428K 0.08%
+7,903
235
$419K 0.08%
2,586
-133
236
$410K 0.08%
14,227
-37,088
237
$406K 0.08%
3,494
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238
$406K 0.08%
7,321
-252
239
$404K 0.08%
6,567
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240
$398K 0.08%
2,455
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241
$397K 0.08%
3,639
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242
$395K 0.07%
3,087
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243
$394K 0.07%
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244
$394K 0.07%
10,500
245
$391K 0.07%
6,412
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246
$390K 0.07%
+9,056
247
$389K 0.07%
2,462
-26
248
$385K 0.07%
6,124
249
$385K 0.07%
43,969
-3,505
250
$381K 0.07%
7,363
+1,430
8 9
10
11 12