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
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.69%
3 Healthcare 17.84%
4 Communication Services 13.53%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.9M 0.69%
2,042,551
+513,042
52
$21.1M 0.66%
7,006,004
-2,290,409
53
$19.7M 0.62%
455,029
-11,701
54
$15.4M 0.49%
591,540
-370,610
55
$14.1M 0.45%
239,737
-827,660
56
$11.8M 0.37%
925,750
+205,250
57
$10.3M 0.33%
326,060
-88,740
58
$7.76M 0.24%
271,700
+8,400
59
$6.27M 0.2%
55,300
-10,000
60
$5.87M 0.19%
88,505
+7,308
61
$5.58M 0.18%
96,788
-52,755
62
$4.98M 0.16%
300,720
+70,720
63
$4.01M 0.13%
54,115
-44,835
64
$3.56M 0.11%
23,849
-3,431
65
$3.54M 0.11%
55,047
-48,920
66
$3.41M 0.11%
113,483
-89,597
67
$3.21M 0.1%
51,605
-43,239
68
$3.1M 0.1%
144,532
-134,416
69
$3.07M 0.1%
33,587
-19,536
70
$3.07M 0.1%
45,034
-36,831
71
$2.99M 0.09%
48,470
-46,010
72
$2.85M 0.09%
36,634
+5,394
73
$2.42M 0.08%
31,709
-12,593
74
$2.4M 0.08%
39,699
-17,120
75
$2.36M 0.07%
21,870
-29,195
1 2
3
4 5