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AI
Axiom Investors Portfolio holdings
AUM
$8.99B
1-Year Est. Return
44.68%
This Fund
S&P 500
This Quarter
Est. Return
-0.1%
1 Year Est. Return
+44.68%
3 Year Est. Return
+214.21%
5 Year Est. Return
+302.8%
10 Year Est. Return
+1,834.44%
AUM
$8.99B
AUM Growth
-$2.41B
(-21%)
Cap. Flow
-$1.75B
Cap. Flow
% of AUM
-19.51%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
149
New
32
Increased
28
Reduced
60
Closed
28
Top Buys
| 1 |
ASML
ASML
|
+$520M |
| 2 |
NVIDIA
NVDA
|
+$225M |
| 3 |
Howmet Aerospace
HWM
|
+$110M |
| 4 |
Hershey
HSY
|
+$80.3M |
| 5 |
Micron Technology
MU
|
+$77.6M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$783M |
| 2 |
Meta Platforms (Facebook)
META
|
+$472M |
| 3 |
Applovin
APP
|
+$392M |
| 4 |
ServiceNow
NOW
|
+$185M |
| 5 |
Boston Scientific
BSX
|
+$157M |
Sector Composition
| 1 | Technology | 37.71% |
| 2 | Financials | 17.61% |
| 3 | Industrials | 15.2% |
| 4 | Communication Services | 13.62% |
| 5 | Consumer Discretionary | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.13T
| $1.25B | 13.87% |
7,147,064
+1,227,526
| +21% | +$225M |
|
2
Alphabet (Google) Class A
GOOGL
$4.39T
| $1.02B | 11.3% |
3,532,440
+153,324
| +5% | +$48.2M |
|
3
JPMorgan Chase
JPM
$919B
| $840M | 9.35% |
2,856,017
+231,900
| +9% | +$70.4M |
|
4
Amphenol
APH
$195B
| $539M | 6% |
4,267,387
+272,970
| +7% | +$38.4M |
|
5
Morgan Stanley
MS
$359B
| $513M | 5.7% |
3,114,846
-485,213
| -13% | -$84M |
|
|
6
ASML
ASML
$684B
| $501M | 5.58% |
+379,428
| New | +$520M |
|
7
Amazon
AMZN
$2.66T
| $495M | 5.51% |
2,378,310
-704,703
| -23% | -$155M |
|
8
GE Aerospace
GE
$369B
| $430M | 4.78% |
1,513,654
+239,565
| +19% | +$75.3M |
|
9
TSMC
TSM
$2.18T
| $290M | 3.23% |
857,910
-121,503
| -12% | -$41.8M |
|
10
GE Vernova
GEV
$286B
| $243M | 2.71% |
278,603
+41,406
| +17% | +$32.3M |
|
11
Broadcom
AVGO
$1.85T
| $174M | 1.94% |
562,533
-102,996
| -15% | -$33.9M |
|
12
Apple
AAPL
$4.62T
| $146M | 1.62% |
574,172
-108,542
| -16% | -$28.2M |
|
13
TJX Companies
TJX
$166B
| $138M | 1.54% |
866,385
-5,084
| -0.6% | -$792K |
|
|
14
Microsoft
MSFT
$2.86T
| $137M | 1.53% |
370,781
-1,871,595
| -83% | -$783M |
|
|
15
Meta Platforms (Facebook)
META
$1.68T
| $134M | 1.5% |
235,019
-736,695
| -76% | -$472M |
|
|
16
Howmet Aerospace
HWM
$111B
| $115M | 1.28% |
498,563
+470,683
| +1,688% | +$110M |
|
17
iShares Core MSCI EAFE ETF
IEFA
$187B
| $109M | 1.22% |
1,207,900
+300,400
| +33% | +$28M |
|
18
Curtiss-Wright
CW
$27.8B
| $104M | 1.16% |
153,309
+13,827
| +10% | +$9.2M |
|
19
AerCap
AER
$23.1B
| $95.1M | 1.06% |
693,081
+154,034
| +29% | +$22M |
|
20
Danaher
DHR
$141B
| $84.6M | 0.94% |
446,062
-531,880
| -54% | -$113M |
|
|
21
Hershey
HSY
$34.8B
| $79.1M | 0.88% |
+380,677
| New | +$80.3M |
|
22
Cintas
CTAS
$73.8B
| $75.3M | 0.84% |
445,443
-94,094
| -17% | -$18M |
|
23
Teradyne
TER
$55.3B
| $75.1M | 0.84% |
+253,463
| New | +$70.7M |
|
|
EMBJ
24
Embraer S.A. ADS
EMBJ
$11.6B
| $69.5M | 0.77% |
1,170,760
+875,952
| +297% | +$60M |
|
|
25
Micron Technology
MU
$1.11T
| $67M | 0.75% |
+198,200
| New | +$77.6M |
|
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