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
$3.13B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$63.6M
3
+$61.4M
4
META icon
Meta Platforms (Facebook)
META
+$54.8M
5
TT icon
Trane Technologies
TT
+$43.6M

Top Sells

1
+$52.9M
2
+$39.1M
3
+$37.8M
4
ROST icon
Ross Stores
ROST
+$34.1M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Industrials 17.43%
2 Communication Services 16.19%
3 Technology 15.8%
4 Financials 14.79%
5 Consumer Discretionary 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.7M 1.01%
+663,080
52
$30.8M 0.98%
+2,476,500
53
$29.3M 0.94%
480,700
+95,150
54
$29.2M 0.93%
711,240
+193,060
55
$28.9M 0.92%
1,249,300
-274,200
56
$28.7M 0.92%
283,630
-110,190
57
$24.6M 0.79%
65,939
-2,180
58
$22.3M 0.71%
1,453,100
+410,700
59
$21.6M 0.69%
477,740
-234,220
60
$20.3M 0.65%
2,641,668
+472,800
61
$20M 0.64%
187,193
-246,650
62
$19.3M 0.62%
392,613
-214,700
63
$18.5M 0.59%
152,660
-229,020
64
$17.1M 0.54%
865,500
-649,524
65
$16.6M 0.53%
+510,500
66
$16.4M 0.53%
398,899
-14,515
67
$15.5M 0.5%
125,522
+12,718
68
$14M 0.45%
+563,400
69
$12.4M 0.4%
168,000
+10,200
70
$9.26M 0.3%
264,500
+13,940
71
$8.5M 0.27%
330,312
-30,500
72
$4.25M 0.14%
128,700
-2,000
73
$4.06M 0.13%
+184,000
74
$3.82M 0.12%
+75,700
75
$3.5M 0.11%
104,700
+46,650
1 2
3
4 5