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
$3.17B
AUM Growth
-$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$49M
3
+$44.2M
4
META icon
Meta Platforms (Facebook)
META
+$33.3M
5
UHS icon
Universal Health Services
UHS
+$31.7M

Top Sells

1
+$58.3M
2
+$52.8M
3
+$48.8M
4
ST icon
Sensata Technologies
ST
+$37.6M
5
IFF icon
International Flavors & Fragrances
IFF
+$36.6M

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.69%
3 Healthcare 17.84%
4 Communication Services 13.53%
5 Financials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.07%
113,970
-90,610
77
$2.33M 0.07%
31,196
-19,790
78
$2.25M 0.07%
36,600
+8,600
79
$2.06M 0.06%
95,800
-181,293
80
$1.95M 0.06%
30,048
-11,262
81
$1.86M 0.06%
75,345
-107,125
82
$1.85M 0.06%
40,572
-29,861
83
$1.7M 0.05%
42,743
-37,955
84
$1.66M 0.05%
+174,160
85
$1.52M 0.05%
+18,816
86
$1.45M 0.05%
25,708
-149
87
$1.37M 0.04%
+64,126
88
$1.32M 0.04%
59,954
-131,705
89
$1.23M 0.04%
20,700
-800
90
$1.23M 0.04%
32,195
-19,305
91
$1.15M 0.04%
+31,530
92
$1.14M 0.04%
+37,345
93
$1.14M 0.04%
82,565
-45,755
94
$1.12M 0.04%
+21,242
95
$1.1M 0.03%
56,930
-34,480
96
$1.05M 0.03%
+17,300
97
$1.04M 0.03%
1,124
-1,206
98
$1.03M 0.03%
31,024
-22,810
99
$1.02M 0.03%
+24,183
100
$1M 0.03%
+17,850
2 3
4
5 6