AI

Axiom Investors Portfolio holdings

AUM $13.6B
1-Year Est. Return 54.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$277M
2
+$271M
3
+$195M
4
JPM icon
JPMorgan Chase
JPM
+$194M
5
MS icon
Morgan Stanley
MS
+$181M

Top Sells

1
+$851M
2
+$465M
3
+$353M
4
META icon
Meta Platforms (Facebook)
META
+$350M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$331M

Sector Composition

1 Financials 24.97%
2 Communication Services 19.79%
3 Technology 18.36%
4 Consumer Discretionary 14.52%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.87M 0.09%
35,799
-19,971
77
$8.79M 0.08%
20,260
-15,948
78
$8.68M 0.08%
88,947
-7,903
79
$8.64M 0.08%
148,130
-135,063
80
$8.28M 0.08%
+93,654
81
$8.17M 0.08%
+51,775
82
$8.13M 0.08%
42,743
-31,250
83
$8.08M 0.08%
+54,201
84
$7.86M 0.08%
153,829
-60,335
85
$7.43M 0.07%
+38,252
86
$7.38M 0.07%
720,340
-985,920
87
$7.3M 0.07%
49,102
-66,003
88
$7.28M 0.07%
28,500
-18,300
89
$6.95M 0.07%
142,120
+6,905
90
$6.86M 0.07%
127,100
-31,800
91
$6.6M 0.06%
188,640
-314,938
92
$6.24M 0.06%
237,837
-237,833
93
$6.14M 0.06%
32,957
-161,252
94
$6.1M 0.06%
79,925
-3,949
95
$5.59M 0.05%
112,338
-167,129
96
$5.58M 0.05%
45,802
+3,014
97
$5.46M 0.05%
42,418
-68,871
98
$5.25M 0.05%
51,962
-66,806
99
$5.02M 0.05%
11,725
-18,234
100
$4.92M 0.05%
26,712
-11,473
2 3
4
5 6