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
301
$267K 0.05%
3,021
+182
302
$266K 0.05%
+5,037
303
$266K 0.05%
6,074
+165
304
$265K 0.05%
1,929
-1,525
305
$265K 0.05%
4,785
+296
306
$260K 0.05%
13,399
+680
307
$260K 0.05%
16,868
+259
308
$255K 0.05%
+1,600
309
$251K 0.05%
+7,684
310
$247K 0.05%
28,091
-2,231
311
$245K 0.05%
+5,947
312
$245K 0.05%
3,827
+272
313
$244K 0.05%
1,798
-1,530
314
$241K 0.05%
3,670
+361
315
$240K 0.05%
+2,658
316
$240K 0.05%
1,636
+72
317
$239K 0.05%
4,710
-975
318
$238K 0.05%
4,448
+173
319
$236K 0.04%
+7,585
320
$233K 0.04%
11,851
321
$232K 0.04%
3,062
+14
322
$231K 0.04%
+7,500
323
$231K 0.04%
19,006
+492
324
$230K 0.04%
+5,798
325
$230K 0.04%
1,436
+22
11 12
13
14 15