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
$4.77B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$126M
3
+$109M
4
IT icon
Gartner
IT
+$91.7M
5
HSY icon
Hershey
HSY
+$89.2M

Top Sells

1
+$35.3M
2
+$34.2M
3
+$17.9M
4
LYV icon
Live Nation Entertainment
LYV
+$8.87M
5
AMD icon
Advanced Micro Devices
AMD
+$8.17M

Sector Composition

1 Technology 27.68%
2 Healthcare 19.64%
3 Financials 11.33%
4 Consumer Discretionary 11.27%
5 Consumer Staples 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.8M 0.48%
273,299
-423,113
52
$20.9M 0.44%
513,520
+53,270
53
$19.5M 0.41%
106,108
-7,725
54
$17.9M 0.38%
223,880
+189,248
55
$15.4M 0.32%
751,570
+435,937
56
$14M 0.29%
275,400
-42,700
57
$13.1M 0.27%
51,157
+17,815
58
$12.8M 0.27%
164,340
+51,100
59
$12.5M 0.26%
294,265
+104,135
60
$11.7M 0.25%
185,085
-128,890
61
$11.2M 0.23%
277,645
+98,695
62
$10.8M 0.23%
154,155
+45,315
63
$10.4M 0.22%
129,438
-88,597
64
$9.73M 0.2%
52,773
+8,088
65
$9.59M 0.2%
+131,745
66
$9.06M 0.19%
221,000
+23,800
67
$8.91M 0.19%
19,614
-1,298
68
$8.85M 0.19%
111,253
+65,088
69
$8.41M 0.18%
95,945
+22,305
70
$8.17M 0.17%
65,762
+23,135
71
$7.81M 0.16%
+28,080
72
$7.8M 0.16%
148,200
+40,700
73
$7.7M 0.16%
263,460
-58,740
74
$7.25M 0.15%
+201,850
75
$7.21M 0.15%
+229,060
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3
4 5