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
$3.49B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$63.1M
3
+$39.3M
4
DIS icon
Walt Disney
DIS
+$39.1M
5
LYB icon
LyondellBasell Industries
LYB
+$38.3M

Top Sells

1
+$110M
2
+$73.5M
3
+$38.4M
4
BIIB icon
Biogen
BIIB
+$33.4M
5
MDLZ icon
Mondelez International
MDLZ
+$32.4M

Sector Composition

1 Consumer Discretionary 20.21%
2 Technology 18.29%
3 Healthcare 16.81%
4 Financials 14.15%
5 Communication Services 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.16M 0.15%
182,470
-89,591
77
$4.9M 0.14%
+230,000
78
$4.27M 0.12%
204,580
+91,037
79
$3.94M 0.11%
296,000
+17,500
80
$3.78M 0.11%
46,486
-9,059
81
$3.63M 0.1%
+50,986
82
$3.62M 0.1%
56,819
-9,840
83
$3.55M 0.1%
+80,698
84
$3.53M 0.1%
+27,280
85
$3.35M 0.1%
154,900
-623,900
86
$3.16M 0.09%
50,941
-18,014
87
$3.11M 0.09%
98,559
+4,408
88
$3.1M 0.09%
70,433
+29,516
89
$3.03M 0.09%
139,797
-6,113
90
$3M 0.09%
34,507
+2,772
91
$2.83M 0.08%
44,302
-18,142
92
$2.83M 0.08%
89,500
93
$2.62M 0.08%
49,810
-7,816
94
$2.49M 0.07%
57,214
+20,862
95
$2.48M 0.07%
+2,330
96
$2.47M 0.07%
1,134
-95
97
$2.38M 0.07%
51,500
+15,453
98
$2.27M 0.07%
+41,310
99
$2.25M 0.06%
53,834
+24,304
100
$2.19M 0.06%
+31,240
2 3
4
5 6