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
$3.74B
AUM Growth
+$607M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$54.6M
3
+$47.5M
4
PARA
Paramount Global Class B
PARA
+$44.1M
5
VTRS icon
Viatris
VTRS
+$42M

Top Sells

1
+$104M
2
+$50.2M
3
+$43.5M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$38.9M
5
IBM icon
IBM
IBM
+$36.6M

Sector Composition

1 Communication Services 19.7%
2 Technology 15.75%
3 Financials 15.06%
4 Industrials 13.86%
5 Consumer Discretionary 13.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49.8M 1.33%
533,048
-3,482
27
$49.7M 1.33%
1,584,700
-56,900
28
$49.4M 1.32%
589,850
+107,450
29
$47.5M 1.27%
+1,479,704
30
$47.4M 1.27%
7,014,700
-721,721
31
$47M 1.26%
379,670
-58,131
32
$46.8M 1.25%
621,436
+55,300
33
$46.2M 1.24%
391,173
+203,980
34
$44.1M 1.18%
+691,500
35
$43.8M 1.17%
1,130,300
+167,400
36
$43.3M 1.16%
1,008,480
-42,450
37
$42.9M 1.15%
864,300
+216,910
38
$42.2M 1.13%
464,030
+41,460
39
$42.1M 1.13%
360,950
+40,190
40
$42M 1.12%
+968,200
41
$41M 1.1%
576,423
+147,123
42
$40.9M 1.09%
+3,331,931
43
$40.6M 1.09%
804,020
+92,780
44
$40.4M 1.08%
564,651
-159,218
45
$40M 1.07%
7,846,339
-4,811,670
46
$39.2M 1.05%
636,850
-203,931
47
$38.6M 1.03%
286,780
+3,150
48
$36.8M 0.98%
2,410,300
-1,071,900
49
$36.5M 0.98%
+845,349
50
$36.3M 0.97%
1,379,300
+130,000
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