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
$5.08B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$113M
3
+$62.7M
4
HSY icon
Hershey
HSY
+$49M
5
ELV icon
Elevance Health
ELV
+$48.1M

Top Sells

1
+$89.1M
2
+$57.9M
3
+$41.4M
4
TSLA icon
Tesla
TSLA
+$35.5M
5
BX icon
Blackstone
BX
+$33M

Sector Composition

1 Technology 27.29%
2 Healthcare 21.42%
3 Financials 11.75%
4 Consumer Discretionary 10.47%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.2M 1.16%
175,772
-15,074
27
$58.3M 1.15%
694,386
-213,408
28
$58.2M 1.15%
113,434
+93,820
29
$55.4M 1.09%
177,898
+505
30
$54.9M 1.08%
2,781,109
+7,716
31
$53.7M 1.06%
366,682
+920
32
$50.3M 0.99%
3,444,930
+2,880,490
33
$44.7M 0.88%
281,237
+72
34
$44.5M 0.88%
+426,040
35
$36.7M 0.72%
2,036,959
-25,350
36
$36.2M 0.71%
293,670
-288,172
37
$34.6M 0.68%
168,861
+465
38
$33.9M 0.67%
269,090
+330
39
$33.4M 0.66%
1,351,814
+3,275
40
$32.5M 0.64%
149,857
+469
41
$31.3M 0.62%
457,005
-32,675
42
$31.3M 0.62%
72,924
+250
43
$31.1M 0.61%
275,756
+544
44
$29.4M 0.58%
360,830
-6,570
45
$29M 0.57%
1,502,560
+153,040
46
$25.6M 0.5%
547,820
-780
47
$24.6M 0.48%
+1,671,157
48
$23.8M 0.47%
341,207
-389,568
49
$22.4M 0.44%
133,013
+6,667
50
$20.4M 0.4%
1,327,650
-315,157
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