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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.29%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27M 0.77%
312,750
+87,573
52
$26.2M 0.75%
466,730
-39,764
53
$24.7M 0.71%
2,724,170
+2,266,470
54
$24.4M 0.7%
248,544
-322,220
55
$23.3M 0.67%
1,529,509
+1,458,009
56
$15.1M 0.43%
+414,800
57
$12.2M 0.35%
+85,600
58
$8.99M 0.26%
149,543
+7,849
59
$7.97M 0.23%
720,500
+276,000
60
$7.97M 0.23%
263,300
-293,000
61
$7.03M 0.2%
65,300
+16,000
62
$6.65M 0.19%
94,480
-1,958
63
$6.62M 0.19%
277,093
-5,754
64
$6.42M 0.18%
+203,080
65
$6.36M 0.18%
81,197
+2,070
66
$6.11M 0.18%
98,950
+600
67
$6.01M 0.17%
103,967
+1,192
68
$5.93M 0.17%
191,659
+21,129
69
$5.79M 0.17%
370,879
+32,716
70
$5.78M 0.17%
51,065
+12,730
71
$5.66M 0.16%
94,844
-1,975
72
$5.58M 0.16%
278,948
+37,776
73
$5.42M 0.16%
53,123
+8,712
74
$5.28M 0.15%
+81,865
75
$5.25M 0.15%
130,482
+1,391
1 2
3
4 5