AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$271M
3
+$195M
4
JPM icon
JPMorgan Chase
JPM
+$194M
5
MS icon
Morgan Stanley
MS
+$181M

Top Sells

1
+$851M
2
+$465M
3
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$350M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$331M

Sector Composition

1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$119M 1.14%
245,866
-10,254
27
$115M 1.1%
+3,242,619
28
$97.6M 0.94%
+487,481
29
$93.1M 0.89%
+176,991
30
$91.1M 0.87%
111,764
-6,547
31
$88.8M 0.85%
1,218,184
-572,826
32
$79.9M 0.77%
1,465,954
-55,006
33
$78.1M 0.75%
255,851
-118,566
34
$76.6M 0.73%
+154,580
35
$75.9M 0.73%
581,760
-47,414
36
$75.6M 0.73%
771,932
+130,702
37
$74.1M 0.71%
567,433
-27,225
38
$69.5M 0.67%
622,122
-25,679
39
$68M 0.65%
+298,395
40
$60.4M 0.58%
950,300
-180,700
41
$57.1M 0.55%
755,000
+341,500
42
$57M 0.55%
135,896
-169,439
43
$54.6M 0.52%
488,594
+260,417
44
$49.9M 0.48%
243,553
-473,023
45
$33.9M 0.33%
355,405
-477,120
46
$33.8M 0.32%
730,640
-41,642
47
$33.4M 0.32%
+2,173,807
48
$31.9M 0.31%
225,641
-9,427
49
$30.6M 0.29%
423,828
-1,911,368
50
$28.4M 0.27%
552,600
-420,500
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