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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.44%
35,802
+14,409
52
$12.4M 0.37%
+200,280
53
$10.6M 0.32%
215,600
-2,200
54
$10.1M 0.3%
+20,912
55
$8.85M 0.27%
322,200
-84,000
56
$8.29M 0.25%
315,633
-24,894
57
$8.16M 0.25%
197,200
-58,500
58
$8.1M 0.24%
49,875
-28,533
59
$7.95M 0.24%
+190,130
60
$7.85M 0.24%
83,474
+13,438
61
$7.66M 0.23%
113,240
-550
62
$7.66M 0.23%
+33,342
63
$7.48M 0.22%
44,685
+7,218
64
$7.19M 0.22%
108,840
+18,935
65
$6.74M 0.2%
73,640
+2,930
66
$6.4M 0.19%
56,260
+5,735
67
$6.26M 0.19%
97,280
+24,285
68
$5.94M 0.18%
+127,450
69
$5.85M 0.18%
+138,210
70
$5.8M 0.17%
178,950
-32,849
71
$5.27M 0.16%
+116,035
72
$5.25M 0.16%
107,500
-117,400
73
$5.18M 0.16%
62,006
+19,656
74
$5.16M 0.16%
55,302
+38,560
75
$5.14M 0.15%
20,238
+797
1 2
3
4 5