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
101
$2.15M 0.06%
+103,500
102
$1.96M 0.06%
38,280
-57,489
103
$1.95M 0.06%
+81,060
104
$1.92M 0.06%
79,700
-29,834
105
$1.92M 0.05%
+59,880
106
$1.9M 0.05%
+91,410
107
$1.88M 0.05%
104,199
-17,259
108
$1.87M 0.05%
79,400
-44,244
109
$1.82M 0.05%
4,821
+374
110
$1.77M 0.05%
25,977
-8,523
111
$1.72M 0.05%
+128,320
112
$1.7M 0.05%
34,441
+12,785
113
$1.64M 0.05%
+25,857
114
$1.62M 0.05%
+67,688
115
$1.51M 0.04%
28,000
+13,218
116
$1.48M 0.04%
+68,100
117
$1.39M 0.04%
+167,797
118
$1.38M 0.04%
+108,830
119
$1.38M 0.04%
+21,500
120
$1.35M 0.04%
+69,440
121
$1.32M 0.04%
38,340
-11,300
122
$1.31M 0.04%
33,526
-23,900
123
$1.29M 0.04%
113,058
-5,390
124
$1.23M 0.04%
41,292
-122,741
125
$1.18M 0.03%
84,838
-181,243
3 4
5
6 7