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
101
$1.76M 0.06%
3,723
+150
102
$1.75M 0.06%
30,540
+4,200
103
$1.75M 0.06%
34,900
-34,125
104
$1.72M 0.05%
19,570
+2,610
105
$1.71M 0.05%
+106,600
106
$1.68M 0.05%
+90,150
107
$1.65M 0.05%
+203,600
108
$1.61M 0.05%
+119,300
109
$1.59M 0.05%
+70,300
110
$1.53M 0.05%
+56,586
111
$1.5M 0.05%
47,050
+4,850
112
$1.49M 0.05%
84,343
+16,781
113
$1.49M 0.05%
29,850
-43,500
114
$1.29M 0.04%
34,300
-8,450
115
$1.27M 0.04%
97,850
+13,100
116
$1.26M 0.04%
14,600
-11,300
117
$1.21M 0.04%
+120,800
118
$1.21M 0.04%
63,896
-50,940
119
$1.16M 0.04%
3,653
-5,014
120
$1.15M 0.04%
10,357
-5,828
121
$1.14M 0.04%
152,521
+27,902
122
$1.13M 0.04%
+43,600
123
$1.1M 0.04%
65,400
-21,100
124
$1.07M 0.03%
80,100
-20,800
125
$1.05M 0.03%
12,100
-350,928
3 4
5
6 7