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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.29%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$52.2M 1.5%
944,800
+38,935
27
$52M 1.49%
101,950
-12,223
28
$51.9M 1.49%
660,150
+19,486
29
$51.1M 1.47%
641,830
+98,620
30
$50.3M 1.44%
1,864,220
-10,312
31
$50.3M 1.44%
1,228,385
-26,663
32
$46.8M 1.34%
592,300
-288,198
33
$42.6M 1.22%
1,097,860
-11,971
34
$42.4M 1.22%
305,517
+10,210
35
$42M 1.21%
9,296,413
+44,635
36
$41.5M 1.19%
1,087,059
-13,961
37
$41.2M 1.18%
1,703,500
-12,346
38
$40.9M 1.17%
101,276
-82,728
39
$40.8M 1.17%
327,500
-2,364
40
$40.2M 1.15%
352,028
+342,768
41
$39.7M 1.14%
2,622,800
-414,632
42
$39.3M 1.13%
+336,000
43
$39.2M 1.13%
955,100
+78,054
44
$38.9M 1.12%
175,140
-54,700
45
$38.3M 1.1%
+369,750
46
$37.8M 1.08%
942,341
-447,218
47
$37.4M 1.07%
+962,150
48
$36.2M 1.04%
978,000
-9,564
49
$29.5M 0.85%
+1,360,800
50
$27.7M 0.79%
+345,275
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