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
151
$846K 0.16%
51,330
+202
152
$845K 0.16%
15,226
+1,104
153
$836K 0.16%
16,007
-351
154
$820K 0.16%
21,368
+950
155
$820K 0.16%
2,291
+700
156
$817K 0.16%
5,234
-210
157
$810K 0.15%
2,673
+1,090
158
$780K 0.15%
9,181
+1,103
159
$752K 0.14%
7,177
+90
160
$746K 0.14%
2,478
-3,335
161
$745K 0.14%
8,106
+533
162
$735K 0.14%
10,652
-280
163
$726K 0.14%
12,719
-2,300
164
$725K 0.14%
17,261
-19,220
165
$723K 0.14%
27,825
-5,010
166
$717K 0.14%
5,829
+481
167
$716K 0.14%
21,888
-345
168
$714K 0.14%
6,396
+2,379
169
$711K 0.13%
20,521
-9,689
170
$702K 0.13%
+31,267
171
$700K 0.13%
4,668
-3,427
172
$681K 0.13%
14,291
+5,056
173
$674K 0.13%
52,937
+5,657
174
$674K 0.13%
1,943
+510
175
$657K 0.12%
2,532
+70
5 6
7
8 9