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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.3M 1.3%
474,494
+24,672
27
$42.9M 1.29%
197,850
+11,476
28
$35.7M 1.07%
101,764
+447
29
$34.8M 1.04%
285,630
+55,746
30
$33.7M 1.01%
1,821,000
-5,763,800
31
$33.5M 1.01%
+1,221,580
32
$30.5M 0.91%
435,850
+90,896
33
$29.2M 0.88%
138,524
-97,177
34
$28.9M 0.87%
+245,647
35
$28.4M 0.85%
1,388,390
+737,570
36
$26.5M 0.79%
88,406
-57,687
37
$25.9M 0.78%
+1,164,050
38
$24.7M 0.74%
113,833
+9,400
39
$24M 0.72%
313,975
-292,115
40
$23.1M 0.69%
119,886
+32,319
41
$22.5M 0.68%
1,099,518
+63,854
42
$21.9M 0.66%
42,690
+24,408
43
$21.3M 0.64%
1,186,035
-97,686
44
$21.3M 0.64%
33,426
-3,627
45
$19.2M 0.58%
218,035
+49,798
46
$18.9M 0.57%
104,396
+79,576
47
$18.1M 0.54%
318,100
-21,600
48
$18.1M 0.54%
460,250
-384,950
49
$17.1M 0.51%
128,873
+64,662
50
$17M 0.51%
97,780
-446,094
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