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
$34.8M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$799K
3
+$472K
4
QCOM icon
Qualcomm
QCOM
+$440K
5
RPRX icon
Royalty Pharma
RPRX
+$395K

Top Sells

1
+$2.81M
2
+$736K
3
+$727K
4
EXEL icon
Exelixis
EXEL
+$533K
5
CVX icon
Chevron
CVX
+$501K

Sector Composition

1 Healthcare 16.42%
2 Financials 12.9%
3 Technology 12.64%
4 Industrials 12.45%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.14M 6.15%
17,073
+9
2
$1.92M 5.52%
11,395
-70
3
$1.53M 4.39%
11,166
-503
4
$1.36M 3.9%
+18,886
5
$1.17M 3.37%
10,780
-2,860
6
$1.12M 3.23%
7,340
+21
7
$1.04M 2.98%
22,429
+60
8
$925K 2.66%
14,000
-11,000
9
$844K 2.43%
16,159
-1,785
10
$819K 2.35%
13,263
-45,445
11
$813K 2.34%
7,636
+380
12
$799K 2.3%
+3,754
13
$786K 2.26%
3,061
-995
14
$742K 2.13%
2,500
15
$732K 2.1%
14,427
+1,500
16
$682K 1.96%
5,791
+325
17
$664K 1.91%
8,578
18
$647K 1.86%
7,088
19
$607K 1.75%
1,597
20
$595K 1.71%
20,000
21
$594K 1.71%
5,845
+274
22
$555K 1.6%
10,054
+2,000
23
$514K 1.48%
4,754
+2,195
24
$493K 1.42%
10,739
+63
25
$484K 1.39%
4,556
+1,836
1
2 3 4 5