AI
Axiom Investors Portfolio holdings
AUM
$11.4B
1-Year Est. Return
46.06%
This Fund
S&P 500
1 Year Est. Return
+46.06%
AUM
$11.4B
AUM Growth
-$2.18B
(-16%)
Holding
142
Top Buys
| 1 | +$720M | |
| 2 | +$276M | |
| 3 | +$215M | |
| 4 |
Amphenol
APH
|
+$137M |
| 5 |
Curtiss-Wright
CW
|
+$77.8M |
Top Sells
| 1 | +$638M | |
| 2 | +$482M | |
| 3 | +$302M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$292M |
| 5 |
GE Vernova
GEV
|
+$208M |
Sector Composition
| 1 | Technology | 35.55% |
| 2 | Communication Services | 20.52% |
| 3 | Financials | 17.15% |
| 4 | Industrials | 9.51% |
| 5 | Consumer Discretionary | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.31T
| $1.1B | 9.69% |
5,919,538
-1,619,794
|
|
||
2
Microsoft
MSFT
$2.92T
| $1.08B | 9.52% |
2,242,376
-218,693
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.77T
| $1.06B | 9.28% |
3,379,116
+2,519,803
|
|
||
4
JPMorgan Chase
JPM
$810B
| $846M | 7.42% |
2,624,117
+892,794
|
|
||
5
Amazon
AMZN
$2.25T
| $712M | 6.25% |
3,083,013
-719,016
|
|
||
|
6
Meta Platforms (Facebook)
META
$1.64T
| $641M | 5.63% |
971,714
-436,745
|
|
||
7
Morgan Stanley
MS
$264B
| $639M | 5.61% |
3,600,059
-203,905
|
|
||
|
8
Amphenol
APH
$180B
| $540M | 4.74% |
3,994,417
+1,023,282
|
|
||
9
GE Aerospace
GE
$359B
| $392M | 3.44% |
1,274,089
-7,218
|
|
||
10
Applovin
APP
$147B
| $392M | 3.44% |
581,244
-39,237
|
|
||
11
TSMC
TSM
$1.94T
| $298M | 2.61% |
979,413
-28,936
|
|
||
12
Broadcom
AVGO
$1.52T
| $230M | 2.02% |
665,529
+41,528
|
|
||
13
Danaher
DHR
$149B
| $224M | 1.96% |
+977,942
|
|
||
14
Apple
AAPL
$3.88T
| $186M | 1.63% |
682,714
-59,501
|
|
||
15
ServiceNow
NOW
$113B
| $185M | 1.62% |
1,208,445
-1,156,450
|
|
||
16
Shopify
SHOP
$157B
| $177M | 1.55% |
1,098,515
+76,574
|
|
||
17
Boston Scientific
BSX
$114B
| $157M | 1.37% |
1,641,563
-933,102
|
|
||
|
18
GE Vernova
GEV
$235B
| $155M | 1.36% |
237,197
-340,989
|
|
||
19
Nu Holdings
NU
$72.6B
| $139M | 1.22% |
8,320,628
+1,039,231
|
|
||
20
Spotify
SPOT
$106B
| $137M | 1.2% |
235,431
-279,277
|
|
||
21
TJX Companies
TJX
$180B
| $134M | 1.17% |
871,469
+152,094
|
|
||
22
Cintas
CTAS
$80.4B
| $101M | 0.89% |
539,537
-142,132
|
|
||
23
Visa
V
$616B
| $85.4M | 0.75% |
243,378
-39,632
|
|
||
24
iShares Core MSCI EAFE ETF
IEFA
$181B
| $81.2M | 0.71% |
907,500
-65,500
|
|
||
25
AerCap
AER
$24.3B
| $77.5M | 0.68% |
+539,047
|
|