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
$3.13B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$63.6M
3
+$61.4M
4
META icon
Meta Platforms (Facebook)
META
+$54.8M
5
TT icon
Trane Technologies
TT
+$43.6M

Top Sells

1
+$52.9M
2
+$39.1M
3
+$37.8M
4
ROST icon
Ross Stores
ROST
+$34.1M
5
ORCL icon
Oracle
ORCL
+$31.5M

Sector Composition

1 Industrials 17.43%
2 Communication Services 16.19%
3 Technology 15.8%
4 Financials 14.79%
5 Consumer Discretionary 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.47M 0.11%
82,950
+4,500
77
$3.25M 0.1%
81,600
+3,300
78
$3.16M 0.1%
112,750
-18,500
79
$3.12M 0.1%
+52,700
80
$3.06M 0.1%
51,530
-1,520
81
$2.9M 0.09%
44,125
-10,700
82
$2.73M 0.09%
+63,900
83
$2.67M 0.09%
+17,230
84
$2.59M 0.08%
+83,500
85
$2.56M 0.08%
+176,250
86
$2.53M 0.08%
101,100
+1,800
87
$2.49M 0.08%
+50,500
88
$2.47M 0.08%
46,435
-16,300
89
$2.44M 0.08%
33,450
+2,380
90
$2.42M 0.08%
256,700
+181,700
91
$2.36M 0.08%
123,400
+37,800
92
$2.35M 0.08%
67,950
+15,300
93
$2.15M 0.07%
109,000
+57,900
94
$2.13M 0.07%
5,270
-1,803
95
$2.07M 0.07%
22,540
+1,210
96
$2.05M 0.07%
203,200
+101,200
97
$1.97M 0.06%
54,100
+2,700
98
$1.96M 0.06%
365
+29
99
$1.92M 0.06%
48,600
-46,400
100
$1.8M 0.06%
49,750
+9,748
2 3
4
5 6