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
$554M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.64M
3
+$1.48M
4
LUV icon
Southwest Airlines
LUV
+$1.36M
5
BP icon
BP
BP
+$1.35M

Top Sells

1
+$1.19M
2
+$1.18M
3
+$1.14M
4
LHX icon
L3Harris
LHX
+$1.12M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

1 Technology 18%
2 Financials 15.62%
3 Healthcare 15.55%
4 Industrials 12.38%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.5%
42,000
52
$2.64M 0.48%
43,241
-1
53
$2.45M 0.44%
17,025
+100
54
$2.41M 0.44%
9,796
+109
55
$2.41M 0.43%
22,348
-2,491
56
$2.39M 0.43%
80,500
57
$2.35M 0.42%
58,999
+1,518
58
$2.33M 0.42%
365,861
-17,875
59
$2.3M 0.41%
29,519
+966
60
$2.28M 0.41%
27,310
-226
61
$2.28M 0.41%
17,229
+1,901
62
$2.24M 0.4%
20,457
+11,148
63
$2.18M 0.39%
10,518
+619
64
$2.16M 0.39%
13,081
-2
65
$2.11M 0.38%
88,004
-32
66
$2.11M 0.38%
13,821
-237
67
$2.04M 0.37%
15,296
-8,502
68
$1.98M 0.36%
37,528
-104
69
$1.98M 0.36%
78,104
+32,432
70
$1.95M 0.35%
34,113
-2,852
71
$1.93M 0.35%
37,620
+3,552
72
$1.92M 0.35%
10,220
73
$1.91M 0.34%
35,320
+6,620
74
$1.88M 0.34%
8,249
+9
75
$1.86M 0.34%
50,913
+3,988
1 2
3
4 5