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
$3.33B
AUM Growth
-$900M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$101M
3
+$73.8M
4
HSY icon
Hershey
HSY
+$46.8M
5
COST icon
Costco
COST
+$40.7M

Top Sells

1
+$124M
2
+$107M
3
+$77.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.8M
5
CPA icon
Copa Holdings
CPA
+$39.8M

Sector Composition

1 Technology 32.31%
2 Healthcare 18.51%
3 Communication Services 10.88%
4 Consumer Discretionary 9.73%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.15%
125,743
+39,596
77
$4.93M 0.15%
122,375
+225
78
$4.89M 0.15%
+83,170
79
$4.82M 0.14%
42,627
-13,779
80
$4.74M 0.14%
157,120
-81,685
81
$4.38M 0.13%
+122,500
82
$3.94M 0.12%
+34,632
83
$3.93M 0.12%
44,355
-13,425
84
$3.83M 0.11%
86,925
+22,393
85
$3.59M 0.11%
271,545
+13,510
86
$3.5M 0.11%
60,224
-5,066
87
$3.43M 0.1%
18,761
+430
88
$3.4M 0.1%
51,695
-75,967
89
$3.39M 0.1%
46,165
-40,295
90
$3.38M 0.1%
115,652
-110,808
91
$3.03M 0.09%
77,127
-39,163
92
$3.02M 0.09%
205,610
-209,519
93
$2.94M 0.09%
24,256
-11,006
94
$2.84M 0.09%
7,500
-1,080
95
$2.79M 0.08%
184,410
-2,034,690
96
$2.7M 0.08%
40,220
-34,529
97
$2.56M 0.08%
38,585
-26,587
98
$2.55M 0.08%
36,940
-11,004
99
$2.46M 0.07%
22,444
+12,603
100
$2.15M 0.06%
30,425
+6,005
2 3
4
5 6