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
$5.08B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$113M
3
+$62.7M
4
HSY icon
Hershey
HSY
+$49M
5
ELV icon
Elevance Health
ELV
+$48.1M

Top Sells

1
+$89.1M
2
+$57.9M
3
+$41.4M
4
TSLA icon
Tesla
TSLA
+$35.5M
5
BX icon
Blackstone
BX
+$33M

Sector Composition

1 Technology 27.29%
2 Healthcare 21.42%
3 Financials 11.75%
4 Consumer Discretionary 10.47%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.8M 0.39%
474,900
-38,620
52
$19.5M 0.38%
100,573
-5,535
53
$18.5M 0.36%
+338,790
54
$16.9M 0.33%
1,936,473
-2,935,617
55
$16.4M 0.32%
97,036
-169,891
56
$15.9M 0.31%
275,400
57
$15.4M 0.3%
80,136
-40,925
58
$13.3M 0.26%
151,106
-72,774
59
$13.1M 0.26%
159,025
-5,315
60
$12.6M 0.25%
255,625
-38,640
61
$12.2M 0.24%
129,022
+17,769
62
$12M 0.24%
185,606
+521
63
$11.8M 0.23%
261,700
-15,945
64
$11.7M 0.23%
118,260
+22,315
65
$10.9M 0.22%
41,770
-9,387
66
$10.9M 0.21%
289,003
+68,003
67
$10.2M 0.2%
79,401
+13,639
68
$9.91M 0.2%
129,595
+157
69
$9.75M 0.19%
38,692
+19,153
70
$9.55M 0.19%
144,320
+12,575
71
$8.58M 0.17%
284,990
+55,930
72
$8.45M 0.17%
250,135
+37,505
73
$8.03M 0.16%
234,740
-28,720
74
$8.02M 0.16%
140,045
+20,480
75
$6.93M 0.14%
68,870
-71,823
1 2
3
4 5