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
401
$37K 0.01%
+827
402
$34K 0.01%
+524
403
$34K 0.01%
+6,074
404
$31K 0.01%
+550
405
$29K 0.01%
+5,200
406
$24K ﹤0.01%
+210
407
$22K ﹤0.01%
38,578
408
$19K ﹤0.01%
+326
409
$18K ﹤0.01%
+247
410
$18K ﹤0.01%
+659
411
$17K ﹤0.01%
+150
412
$16K ﹤0.01%
1,360
413
$15K ﹤0.01%
+129
414
$14K ﹤0.01%
+360
415
$12K ﹤0.01%
+137
416
$12K ﹤0.01%
+93
417
$11K ﹤0.01%
+88
418
$9K ﹤0.01%
+175
419
$7K ﹤0.01%
17,000
420
$5K ﹤0.01%
+83
421
$5K ﹤0.01%
+100
422
$5K ﹤0.01%
+75
423
$4K ﹤0.01%
+121
424
$4K ﹤0.01%
+100
425
$4K ﹤0.01%
+50