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
1
$22.5M 4.27%
474,408
+548
2
$20.3M 3.84%
171,508
-7,753
3
$14.9M 2.83%
39,117
-2,199
4
$10.5M 1.99%
103,425
+4,135
5
$10.4M 1.97%
128,557
-1,131
6
$10M 1.9%
186,999
-7,599
7
$9.67M 1.84%
240,670
-1,797
8
$9.37M 1.78%
118,185
-657
9
$8.93M 1.69%
322,439
+23,981
10
$8.21M 1.56%
73,866
+8,102
11
$8.15M 1.55%
179,362
-2,809
12
$7.42M 1.41%
313,844
+7,901
13
$6.74M 1.28%
54,659
+1,689
14
$6.73M 1.28%
140,518
+2,001
15
$6.53M 1.24%
120,793
-569
16
$6.11M 1.16%
103,760
+8,180
17
$6.04M 1.15%
43,246
+2,281
18
$5.82M 1.1%
34,778
+3,691
19
$5.68M 1.08%
33,912
-191
20
$5.36M 1.02%
41,293
-884
21
$5.02M 0.95%
103,678
-478
22
$4.81M 0.91%
46,296
-1,082
23
$4.73M 0.9%
91,221
+1,715
24
$4.65M 0.88%
57,368
+10,715
25
$4.52M 0.86%
28,895
-329
1
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