AI
Axiom Investors Portfolio holdings
AUM
$12.2B
1-Year Return
46.29%
This Quarter Return
+25.1%
1 Year Return
+46.29%
3 Year Return
+241.2%
5 Year Return
+424.98%
10 Year Return
+1,700.99%
AUM
$12.2B
AUM Growth
+$1.77B
(+17%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
58.05%
Holding
156
New
20
Increased
53
Reduced
64
Closed
18
Top Buys
| 1 |
Microsoft
MSFT
|
$570M |
| 2 |
NVIDIA
NVDA
|
$528M |
| 3 |
Philip Morris
PM
|
$279M |
| 4 |
Amazon
AMZN
|
$216M |
| 5 |
GE Vernova
GEV
|
$166M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$195M |
| 2 |
Arthur J. Gallagher & Co
AJG
|
$187M |
| 3 |
Blackstone
BX
|
$173M |
| 4 |
Boston Scientific
BSX
|
$155M |
| 5 |
Chipotle Mexican Grill
CMG
|
$127M |
Sector Composition
| 1 | Technology | 27.91% |
| 2 | Communication Services | 21.21% |
| 3 | Financials | 17.4% |
| 4 | Consumer Discretionary | 13.66% |
| 5 | Industrials | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Uber
UBER
$190B
| $105M | 0.86% |
1,123,917
-94,267
| -8% | -$8.8M |
|
27
TJX Companies
TJX
$155B
| $103M | 0.85% |
837,204
+791,402
| +1,728% | +$97.7M |
|
28
Shopify
SHOP
$191B
| $86.5M | 0.71% |
749,742
+394,337
| +111% | +$45.5M |
|
29
Broadcom
AVGO
$1.58T
| $83.2M | 0.68% |
+301,860
| New | +$83.2M |
|
30
Equinix
EQIX
$75.7B
| $81.9M | 0.67% |
102,904
-8,860
| -8% | -$7.05M |
|
31
Check Point Software Technologies
CHKP
$20.7B
| $81.5M | 0.67% |
368,376
+69,981
| +23% | +$15.5M |
|
32
Live Nation Entertainment
LYV
$37.9B
| $79M | 0.65% |
522,458
-44,975
| -8% | -$6.8M |
|
33
Intuitive Surgical
ISRG
$167B
| $77.5M | 0.64% |
142,594
-11,986
| -8% | -$6.51M |
|
|
34
Blackstone
BX
$133B
| $77.1M | 0.63% |
515,427
-1,154,650
| -69% | -$173M |
|
35
Galicia Financial Group
GGAL
$6.44B
| $72.7M | 0.6% |
1,442,719
-23,235
| -2% | -$1.17M |
|
36
iShares Core MSCI EAFE ETF
IEFA
$150B
| $71.6M | 0.59% |
857,500
+102,500
| +14% | +$8.56M |
|
|
37
Arthur J. Gallagher & Co
AJG
$76.7B
| $63.3M | 0.52% |
197,748
-583,479
| -75% | -$187M |
|
38
Progressive
PGR
$143B
| $63.1M | 0.52% |
236,388
-451,068
| -66% | -$120M |
|
39
Prologis
PLD
$105B
| $60.2M | 0.49% |
572,548
-49,574
| -8% | -$5.21M |
|
|
40
Chipotle Mexican Grill
CMG
$55.1B
| $36.4M | 0.3% |
649,076
-2,268,701
| -78% | -$127M |
|
41
MakeMyTrip
MMYT
$9.56B
| $35.6M | 0.29% |
363,101
-408,831
| -53% | -$40.1M |
|
42
iShares MSCI India ETF
INDA
$9.26B
| $29.1M | 0.24% |
522,700
-29,900
| -5% | -$1.66M |
|
43
Embraer
ERJ
$11.2B
| $24.9M | 0.2% |
438,372
-292,268
| -40% | -$16.6M |
|
44
BellRing Brands
BRBR
$4.97B
| $19.5M | 0.16% |
336,303
-1,912,621
| -85% | -$111M |
|
45
Grab
GRAB
$21B
| $18.5M | 0.15% |
3,680,440
+948,400
| +35% | +$4.77M |
|
46
Tesla
TSLA
$1.13T
| $18M | 0.15% |
56,762
-5,115
| -8% | -$1.62M |
|
47
The Ensign Group
ENSG
$10B
| $16.7M | 0.14% |
108,306
+5,425
| +5% | +$837K |
|
48
Vista Energy
VIST
$3.97B
| $15.6M | 0.13% |
326,200
-83,163
| -20% | -$3.98M |
|
49
Crane Co
CR
$10.6B
| $15.5M | 0.13% |
81,670
-3,663
| -4% | -$696K |
|
50
Coupang
CPNG
$52.7B
| $15.3M | 0.13% |
+509,661
| New | +$15.3M |
|