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
26
$4.47M 0.85%
82,851
+4,558
27
$4.29M 0.81%
67,868
+934
28
$4.22M 0.8%
52,418
+2,959
29
$4.2M 0.8%
47,040
+15,220
30
$4.19M 0.8%
21,823
+4,195
31
$4.08M 0.77%
22,432
+525
32
$3.73M 0.71%
93,482
-37,403
33
$3.73M 0.71%
30,357
+243
34
$3.71M 0.7%
74,277
-1,051
35
$3.67M 0.7%
23,041
+769
36
$3.61M 0.68%
67,121
+1,380
37
$3.39M 0.64%
14,433
+35
38
$3.35M 0.64%
16,697
-91
39
$3.23M 0.61%
33,831
-6,491
40
$3.2M 0.61%
1,844
+104
41
$3.11M 0.59%
42,000
-25
42
$3.03M 0.57%
116,192
-59,948
43
$2.88M 0.55%
43,242
+16,505
44
$2.85M 0.54%
59,100
+161
45
$2.83M 0.54%
23,798
+4,734
46
$2.75M 0.52%
33,937
-5,253
47
$2.66M 0.51%
9,751
+53
48
$2.63M 0.5%
9,847
+1,555
49
$2.61M 0.5%
24,839
-12,508
50
$2.58M 0.49%
24,875
+4,869
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