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Axiom Investors Portfolio holdings

AUM $8.99B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
+19.91%
1 Year Est. Return
+44.68%
3 Year Est. Return
+214.21%
5 Year Est. Return
+302.8%
10 Year Est. Return
+1,834.44%
AUM
$6.34B
AUM Growth
+$181M
Cap. Flow
-$611M
Cap. Flow %
-9.63%
Top 10 Hldgs %
42.99%
Holding
141
New
29
Increased
38
Reduced
55
Closed
16

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$107M
2
ITUB icon
Itaú Unibanco
ITUB
+$96.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
STM icon
STMicroelectronics
STM
+$43.7M
5
NIO icon
NIO
NIO
+$43.4M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$385M
2
JD icon
JD.com
JD
+$190M
3
TSM icon
TSMC
TSM
+$119M
4
MSFT icon
Microsoft
MSFT
+$82.1M
5
AZN icon
AstraZeneca
AZN
+$73M

Sector Composition

Rank Sector Weight
1 Technology 40.84%
2 Consumer Discretionary 26.2%
3 Financials 7.68%
4 Industrials 7.5%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLD icon
51
Prologis
PLD
$131B
$34M 0.54%
341,010
-1,200
-0.4% -$121K
PBR icon
52
Petrobras
PBR
$118B
$33.9M 0.53%
+3,016,900
New +$26.8M
LVS icon
53
Las Vegas Sands
LVS
$29.5B
$29.5M 0.46%
+494,485
New +$26.4M
NTES icon
54
NetEase
NTES
$84.9B
$28.9M 0.46%
302,280
-729,080
-71% -$65.4M
VEEV icon
55
Veeva Systems
VEEV
$38.3B
$28M 0.44%
102,738
-17,306
-14% -$4.85M
MA icon
56
Mastercard
MA
$491B
$27.3M 0.43%
76,513
-48,039
-39% -$16M
TEAM icon
57
Atlassian
TEAM
$38.4B
$27M 0.43%
115,368
+3,259
+3% +$689K
INDA icon
58
iShares MSCI India ETF
INDA
$6.61B
$26.9M 0.42%
669,790
+306,290
+84% +$11.2M
PDD icon
59
Pinduoduo
PDD
$132B
$21.8M 0.34%
+122,420
New +$14.6M
IXUS icon
60
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
$21.7M 0.34%
322,400
-1,800
-0.6% -$113K
IEMG icon
61
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$18.4M 0.29%
295,800
-12,500
-4% -$721K
WNS
62
DELISTED
WNS Holdings
WNS
$17.5M 0.28%
243,392
+22,792
+10% +$1.53M
PG icon
63
Procter & Gamble
PG
$340B
$17.3M 0.27%
124,665
-70,470
-36% -$9.85M
RDY icon
64
Dr. Reddy's Laboratories
RDY
$10.1B
$13.7M 0.22%
961,700
+33,400
+4% +$450K
HDB icon
65
HDFC Bank
HDB
$120B
$9.52M 0.15%
263,360
-580,100
-69% -$18.5M
RGEN icon
66
Repligen
RGEN
$9.22B
$9.27M 0.15%
48,375
-20,327
-30% -$3.7M
NTRA icon
67
Natera
NTRA
$45.6B
$9.02M 0.14%
90,680
+15,944
+21% +$1.33M
ENSG icon
68
The Ensign Group
ENSG
$10.7B
$8.89M 0.14%
121,932
+27,429
+29% +$1.82M
BBD icon
69
Banco Bradesco
BBD
$36.3B
$8.36M 0.13%
+1,922,206
New +$7.03M
MPWR icon
70
Monolithic Power Systems
MPWR
$68.6B
$8.31M 0.13%
22,683
-11,352
-33% -$3.64M
LFUS icon
71
Littelfuse
LFUS
$11.6B
$7.91M 0.12%
+31,047
New +$6.87M
ATSG
72
DELISTED
Air Transport Services Group
ATSG
$7.73M 0.12%
246,630
+12,865
+6% +$376K
AIMC
73
DELISTED
Altra Industrial Motion Corp
AIMC
$7.67M 0.12%
+138,350
New +$6.82M
UMC icon
74
United Microelectronic
UMC
$47.3B
$7.3M 0.12%
+865,500
New +$5.64M
DAVA icon
75
Endava
DAVA
$157M
$7.07M 0.11%
+92,057
New +$6.22M
1 2
3
4 5

Similar funds

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Axiom Investors's Q4 2020 Portfolio in Review

As of Q4 2020, Axiom Investors held 141 positions worth $6.34B, up 2.9% from $6.16B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Axiom Investors withdrew a net $611M in Q4 2020, closing 16 positions and reducing 55 holdings. Its most notable exit was AstraZeneca, an estimated $73M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 35% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Axiom Investors opened a new position in Infosys worth $119M.

  • Axiom Investors's largest Q4 2020 buy was Infosys: 7,014,800 shares worth $119M.
  • Axiom Investors added most to Generac Holdings in Q4 2020, an estimated $42.4M increase.
  • Axiom Investors's biggest Q4 2020 reduction was Alibaba, cutting an estimated $385M.
  • Axiom Investors fully exited AstraZeneca in Q4 2020, selling an estimated $73M.
  • Axiom Investors's ten largest holdings make up 43% of its $6.34B portfolio in Q4 2020.
  • Axiom Investors opened 29 new positions and closed 16 in Q4 2020.
  • Axiom Investors's portfolio value rose 2.9% quarter-over-quarter to $6.34B.

Based on Axiom Investors's 13F filing for Q4 2020, filed 12 Feb 2021.