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
101
$1.15M 0.22%
45,870
+3,432
102
$1.15M 0.22%
45,672
+34,732
103
$1.15M 0.22%
15,843
+602
104
$1.14M 0.22%
28,002
+362
105
$1.13M 0.21%
13,058
-2,319
106
$1.12M 0.21%
4,661
+469
107
$1.12M 0.21%
18,747
-460
108
$1.12M 0.21%
7,013
+398
109
$1.12M 0.21%
10,765
+6,312
110
$1.11M 0.21%
12,926
-101
111
$1.11M 0.21%
25,990
-9,459
112
$1.1M 0.21%
+58,684
113
$1.1M 0.21%
15,735
+649
114
$1.1M 0.21%
8,467
+438
115
$1.09M 0.21%
+60,198
116
$1.09M 0.21%
6,212
-144
117
$1.09M 0.21%
+15,515
118
$1.08M 0.21%
6,543
-337
119
$1.08M 0.2%
+12,900
120
$1.06M 0.2%
12,565
+1,441
121
$1.06M 0.2%
2,576
+94
122
$1.04M 0.2%
+71,260
123
$1.04M 0.2%
14,089
-25,240
124
$1.03M 0.2%
8,691
+387
125
$1.01M 0.19%
14,098
+995
3 4
5
6 7