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
51
$2.56M 0.49%
383,736
-17,875
52
$2.55M 0.48%
9,035
+1,438
53
$2.5M 0.47%
67,470
+1,157
54
$2.49M 0.47%
53,157
+104
55
$2.49M 0.47%
57,481
+496
56
$2.42M 0.46%
23,932
+15,107
57
$2.41M 0.46%
80,500
58
$2.36M 0.45%
16,925
+7,830
59
$2.35M 0.45%
9,687
+1,931
60
$2.21M 0.42%
27,536
+1,116
61
$2.19M 0.41%
36,965
-1,087
62
$2.09M 0.4%
13,083
+6,074
63
$2.07M 0.39%
88,036
+472
64
$2.07M 0.39%
15,328
+1,134
65
$2.03M 0.38%
28,553
+124
66
$2.01M 0.38%
14,058
+288
67
$2M 0.38%
37,632
-5,922
68
$1.99M 0.38%
27,474
+919
69
$1.87M 0.36%
9,899
+67
70
$1.8M 0.34%
31,434
+391
71
$1.79M 0.34%
46,925
+1,569
72
$1.74M 0.33%
8,240
+145
73
$1.71M 0.32%
27,520
+670
74
$1.69M 0.32%
28,700
+5,160
75
$1.68M 0.32%
12,848
+162
1 2
3
4 5