AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
This Quarter Return
-12.5%
1 Year Return
-6.79%
3 Year Return
+146.79%
5 Year Return
–
10 Year Return
–
AUM
$474M
AUM Growth
–
Cap. Flow
+$474M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.01%
Holding
352
New
352
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$18.7M |
| 2 |
Microsoft
MSFT
|
$18.2M |
| 3 |
Boeing
BA
|
$13.3M |
| 4 |
Pfizer
PFE
|
$10M |
| 5 |
Idacorp
IDA
|
$9.86M |
Top Sells
No sells this quarter
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
HealthEquity
HQY
$8.23B
| $2.51M | 0.53% |
+42,025
| New | +$2.51M |
|
52
Amazon
AMZN
$2.41T
| $2.39M | 0.5% |
+31,820
| New | +$2.39M |
|
53
General Motors
GM
$55B
| $2.22M | 0.47% |
+66,313
| New | +$2.22M |
|
54
Fidelity High Dividend ETF
FDVV
$6.67B
| $2.2M | 0.46% |
+80,500
| New | +$2.2M |
|
55
Thermo Fisher Scientific
TMO
$183B
| $2.17M | 0.46% |
+9,698
| New | +$2.17M |
|
56
Expedia Group
EXPE
$26.3B
| $2.15M | 0.45% |
+19,064
| New | +$2.15M |
|
57
Verizon
VZ
$184B
| $2.14M | 0.45% |
+38,052
| New | +$2.14M |
|
58
Schlumberger
SLB
$52.2B
| $2.06M | 0.43% |
+56,985
| New | +$2.06M |
|
59
TJX Companies
TJX
$155B
| $1.95M | 0.41% |
+43,554
| New | +$1.95M |
|
60
Broadridge
BR
$29.3B
| $1.93M | 0.41% |
+20,006
| New | +$1.93M |
|
61
Abbott
ABT
$230B
| $1.91M | 0.4% |
+26,420
| New | +$1.91M |
|
62
SPDR S&P 500 ETF Trust
SPY
$656B
| $1.9M | 0.4% |
+7,597
| New | +$1.9M |
|
63
Adobe
ADBE
$148B
| $1.88M | 0.4% |
+8,292
| New | +$1.88M |
|
64
Sherwin-Williams
SHW
$90.5B
| $1.81M | 0.38% |
+13,770
| New | +$1.81M |
|
65
Amphenol
APH
$135B
| $1.77M | 0.37% |
+87,564
| New | +$1.77M |
|
66
Qualcomm
QCOM
$170B
| $1.77M | 0.37% |
+31,043
| New | +$1.77M |
|
67
McDonald's
MCD
$226B
| $1.75M | 0.37% |
+9,832
| New | +$1.75M |
|
|
WRK
68
DELISTED
WestRock Company
WRK
| $1.71M | 0.36% |
+45,356
| New | +$1.71M |
|
69
Becton Dickinson
BDX
$54.3B
| $1.71M | 0.36% |
+7,756
| New | +$1.71M |
|
70
Cognizant
CTSH
$35.1B
| $1.69M | 0.36% |
+26,555
| New | +$1.69M |
|
|
DFS
71
DELISTED
Discover Financial Services
DFS
| $1.68M | 0.35% |
+28,429
| New | +$1.68M |
|
72
ConocoPhillips
COP
$118B
| $1.67M | 0.35% |
+26,737
| New | +$1.67M |
|
|
STI
73
DELISTED
SunTrust Banks, Inc.
STI
| $1.61M | 0.34% |
+31,892
| New | +$1.61M |
|
74
IBM
IBM
$227B
| $1.54M | 0.33% |
+14,194
| New | +$1.54M |
|
75
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.53M | 0.32% |
+5
| New | +$1.53M |
|