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
126
$1.01M 0.19%
+12,200
127
$993K 0.19%
11,720
-519
128
$976K 0.19%
1,586
+511
129
$969K 0.18%
+23,674
130
$966K 0.18%
8,690
+395
131
$963K 0.18%
+29,520
132
$959K 0.18%
51,571
-3,390
133
$957K 0.18%
+3,337
134
$950K 0.18%
40,373
+23,754
135
$946K 0.18%
9,309
+36
136
$946K 0.18%
16,044
+6,524
137
$940K 0.18%
3,304
+203
138
$939K 0.18%
18,443
-74
139
$929K 0.18%
+10,104
140
$927K 0.18%
8,091
+328
141
$916K 0.17%
8,722
-416
142
$911K 0.17%
10,517
+4,121
143
$909K 0.17%
15,600
+6,373
144
$907K 0.17%
907
+80
145
$894K 0.17%
+17,945
146
$884K 0.17%
17,131
-208
147
$875K 0.17%
9,236
+1,473
148
$870K 0.17%
25,880
-1,322
149
$850K 0.16%
6,890
+492
150
$849K 0.16%
14,832
-4,575
4 5
6
7 8