AIM
Axiom Investment Management Portfolio holdings
AUM
$38.4M
1-Year Return
6.79%
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 | |
|---|---|---|---|---|---|---|
151
Vanguard Growth ETF
VUG
$187B
| $731K | 0.15% |
+5,444
| New | +$731K |
|
152
Kimberly-Clark
KMB
$42.9B
| $729K | 0.15% |
+6,398
| New | +$729K |
|
153
Boston Scientific
BSX
$159B
| $722K | 0.15% |
+20,418
| New | +$722K |
|
154
Walmart
WMT
$805B
| $690K | 0.15% |
+22,233
| New | +$690K |
|
155
Helmerich & Payne
HP
$2.07B
| $677K | 0.14% |
+14,122
| New | +$677K |
|
|
Y
156
DELISTED
Alleghany Corporation
Y
| $670K | 0.14% |
+1,075
| New | +$670K |
|
157
Hasbro
HAS
$11.3B
| $656K | 0.14% |
+8,078
| New | +$656K |
|
158
Emerson Electric
EMR
$74.9B
| $653K | 0.14% |
+10,932
| New | +$653K |
|
159
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
| $633K | 0.13% |
+2,715
| New | +$633K |
|
160
Unilever
UL
$159B
| $631K | 0.13% |
+12,075
| New | +$631K |
|
161
Amdocs
DOX
$9.31B
| $623K | 0.13% |
+10,629
| New | +$623K |
|
162
EPAM Systems
EPAM
$9.36B
| $592K | 0.12% |
+5,106
| New | +$592K |
|
163
Woodward
WWD
$14.7B
| $577K | 0.12% |
+7,763
| New | +$577K |
|
164
Capri Holdings
CPRI
$2.59B
| $575K | 0.12% |
+15,159
| New | +$575K |
|
|
TIF
165
DELISTED
Tiffany & Co.
TIF
| $571K | 0.12% |
+7,087
| New | +$571K |
|
166
Vanguard S&P 500 ETF
VOO
$730B
| $566K | 0.12% |
+2,462
| New | +$566K |
|
167
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| $565K | 0.12% |
+6,180
| New | +$565K |
|
168
Huntington Bancshares
HBAN
$26.1B
| $564K | 0.12% |
+47,280
| New | +$564K |
|
169
Sanofi
SNY
$111B
| $554K | 0.12% |
+12,769
| New | +$554K |
|
170
Allstate
ALL
$54.9B
| $553K | 0.12% |
+6,692
| New | +$553K |
|
171
Genuine Parts
GPC
$19.6B
| $548K | 0.12% |
+5,705
| New | +$548K |
|
172
Yum! Brands
YUM
$39.9B
| $546K | 0.12% |
+5,942
| New | +$546K |
|
173
Liberty Broadband Class C
LBRDK
$8.53B
| $545K | 0.11% |
+7,573
| New | +$545K |
|
174
NRG Energy
NRG
$28.6B
| $543K | 0.11% |
+13,712
| New | +$543K |
|
175
Sysco
SYY
$39.5B
| $543K | 0.11% |
+8,659
| New | +$543K |
|