AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$63.6M
3
+$61.4M
4
META icon
Meta Platforms (Facebook)
META
+$54.8M
5
TT icon
Trane Technologies
TT
+$43.6M

Top Sells

1
+$52.9M
2
+$39.1M
3
+$37.8M
4
ROST icon
Ross Stores
ROST
+$34.1M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Industrials 17.43%
2 Communication Services 16.19%
3 Technology 15.8%
4 Financials 14.79%
5 Consumer Discretionary 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.2M 1.44%
536,530
-114,070
27
$44.8M 1.43%
674,000
-22,400
28
$44.2M 1.41%
1,641,600
-572,500
29
$43.6M 1.39%
+840,781
30
$43.5M 1.39%
363,838
-168,000
31
$43.1M 1.38%
1,765,406
-238,956
32
$42.9M 1.37%
7,736,421
-1,082,554
33
$42.3M 1.35%
814,010
-27,543
34
$41.6M 1.33%
567,400
-18,900
35
$40.4M 1.29%
831,751
-287,200
36
$39.6M 1.26%
566,136
-101,670
37
$39.1M 1.25%
442,950
-127,740
38
$38.9M 1.24%
+1,162,100
39
$38.5M 1.23%
+1,050,930
40
$37.5M 1.2%
407,340
-25,950
41
$36.6M 1.17%
206,878
-76,389
42
$36.3M 1.16%
+422,570
43
$35.9M 1.15%
962,900
-37,300
44
$35.2M 1.12%
+299,330
45
$35M 1.12%
526,100
+10,867
46
$34.7M 1.11%
482,400
-39,800
47
$33.8M 1.08%
+647,390
48
$33.5M 1.07%
320,760
-11,100
49
$32.9M 1.05%
2,172,614
-70,400
50
$32.8M 1.05%
429,300
+404,600
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