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AIM

Axiom Investment Management Portfolio holdings

AUM $150M
This Fund
S&P 500
This Quarter Est. Return
-12.5%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$474M
AUM Growth
–
Cap. Flow
+$520M
Cap. Flow %
109.73%
Top 10 Hldgs %
24.01%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$23M
2
MSFT icon
Microsoft
MSFT
+$19.2M
3
BA icon
Boeing
BA
+$14.3M
4
ALTA
Altabancorp
ALTA
+$12.8M
5
JPM icon
JPMorgan Chase
JPM
+$10.6M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 17.38%
2 Technology 16.74%
3 Financials 15.65%
4 Industrials 11.67%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HQY icon
51
HealthEquity
HQY
$8.93B
$2.51M 0.53%
+42,025
New +$3.39M
AMZN icon
52
Amazon
AMZN
$3T
$2.39M 0.5%
+31,820
New +$2.65M
GM icon
53
General Motors
GM
$77.2B
$2.22M 0.47%
+66,313
New +$2.29M
FDVV icon
54
Fidelity High Dividend ETF
FDVV
$10.4B
$2.2M 0.46%
+80,500
New +$2.36M
TMO icon
55
Thermo Fisher Scientific
TMO
$222B
$2.17M 0.46%
+9,698
New +$2.28M
EXPE icon
56
Expedia Group
EXPE
$37.7B
$2.15M 0.45%
+19,064
New +$2.28M
VZ icon
57
Verizon
VZ
$195B
$2.14M 0.45%
+38,052
New +$2.16M
SLB icon
58
SLB Ltd
SLB
$78.9B
$2.06M 0.43%
+56,985
New +$2.81M
TJX icon
59
TJX Companies
TJX
$175B
$1.95M 0.41%
+43,554
New +$2.2M
BR icon
60
Broadridge
BR
$19.8B
$1.93M 0.41%
+20,006
New +$2.17M
ABT icon
61
Abbott
ABT
$188B
$1.91M 0.4%
+26,420
New +$1.86M
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.9M 0.4%
+7,597
New +$2.05M
ADBE icon
63
Adobe
ADBE
$109B
$1.88M 0.4%
+8,292
New +$2M
SHW icon
64
Sherwin-Williams
SHW
$88.1B
$1.81M 0.38%
+13,770
New +$1.86M
APH icon
65
Amphenol
APH
$207B
$1.77M 0.37%
+87,564
New +$1.88M
QCOM icon
66
Qualcomm
QCOM
$170B
$1.77M 0.37%
+31,043
New +$1.88M
MCD icon
67
McDonald's
MCD
$194B
$1.75M 0.37%
+9,832
New +$1.74M
WRK
68
DELISTED
WestRock Company
WRK
$1.71M 0.36%
+45,356
New +$2M
BDX icon
69
Becton Dickinson
BDX
$48.9B
$1.71M 0.36%
+7,756
New +$1.8M
CTSH icon
70
Cognizant
CTSH
$26.3B
$1.69M 0.36%
+26,555
New +$1.85M
DFS
71
DELISTED
Discover Financial Services
DFS
$1.68M 0.35%
+28,429
New +$1.96M
COP icon
72
ConocoPhillips
COP
$148B
$1.67M 0.35%
+26,737
New +$1.82M
STI
73
DELISTED
SunTrust Banks, Inc.
STI
$1.61M 0.34%
+31,892
New +$1.91M
IBM icon
74
IBM
IBM
$223B
$1.54M 0.33%
+14,194
New +$1.7M
BRK.A icon
75
Berkshire Hathaway Class A
BRK.A
$1.14T
$1.53M 0.32%
+5
New +$1.57M
1 2
3
4 5

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AIA
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PCMNC
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LGM
L1 Global Manager Melbourne $149M AUM
RPA
Redwood Park Advisors Redwood City, California $150M AUM 11.34% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $149M AUM 10.03% 1-Year Est. Return
CRIG
Charter Research & Investment Group Southport, Connecticut $150M AUM 28.05% 1-Year Est. Return
RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

Axiom Investment Management's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Axiom Investment Management, which disclosed 352 positions worth $474M. Its ten largest holdings account for 24% of the portfolio.

Its largest position is Apple: 473,860 shares worth $18.7M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, followed by Technology and Financials.

  • Axiom Investment Management's largest Q4 2018 buy was Apple: 473,860 shares worth $18.7M.
  • Axiom Investment Management's ten largest holdings make up 24% of its $474M portfolio in Q4 2018.
  • Axiom Investment Management disclosed 352 positions in Q4 2018, its first 13F filing on record.

Based on Axiom Investment Management's 13F filing for Q4 2018, filed 23 Oct 2020.