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
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.69%
3 Healthcare 17.84%
4 Communication Services 13.53%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49M 1.55%
+861,649
27
$48.1M 1.52%
1,339,600
+252,541
28
$47.4M 1.5%
101,915
-35
29
$47M 1.48%
448,748
-8,132
30
$44.9M 1.42%
1,001,733
+46,633
31
$44.2M 1.4%
+537,741
32
$42.4M 1.34%
339,773
+254,173
33
$41M 1.29%
6,347,768
-164,662
34
$40.4M 1.28%
1,135,598
-92,787
35
$39.8M 1.26%
897,699
-849,105
36
$38.9M 1.23%
583,294
-9,006
37
$38.3M 1.21%
374,980
+22,952
38
$37.1M 1.17%
1,201,542
-501,958
39
$35.8M 1.13%
1,137,618
+39,758
40
$33.6M 1.06%
325,840
-354,330
41
$33.5M 1.06%
402,215
+32,465
42
$32.7M 1.03%
321,832
-5,668
43
$30.2M 0.95%
103,352
+2,076
44
$29.9M 0.94%
935,292
-42,708
45
$29.7M 0.94%
341,650
+93,106
46
$29.5M 0.93%
1,929,600
-693,200
47
$28.8M 0.91%
417,419
+104,669
48
$28.2M 0.89%
907,184
-35,157
49
$27.8M 0.88%
350,035
+4,760
50
$24.2M 0.76%
227,880
-77,637
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